Economic data
Core PCE at 3.3%: Will the Fed Raise Rates in September?
Sticky inflation, stalled real spending and shifting futures prices complicate the September policy outlook, ahead of statistical revisions.
Footnote Reader · Macro & capital research
FOOTNOTE READER · SELECTED
01 / 03
Government bond yields
Major exchange rates
Energy & precious metals
Global Oil’s Plan B: Who Pays for Bypassing Hormuz?
Break down the freight, insurance and time costs of detours, and trace how those costs reach cargo owners and consumers.
Energy & precious metals
Beyond Hormuz: Global Oil’s Plan B
Alternative pipelines can preserve deliveries, but detour costs, other chokepoints and capacity gaps remain.
Energy & precious metals
Gold’s Roller Coaster: Who Is Buying?
Gold prices have swung sharply, while central-bank purchases and reserve diversification remain central to the discussion.
Bonds & credit
Can the US Military Rescue US Treasuries?
A historical look at safe-haven flows, wartime interest-rate controls, inflation and fiscal pressures on Treasury yields.
Currencies & global markets
Could Japan Face Another Thirty Lost Years?
Japan’s divergent markets raise questions about the wage-inflation cycle, exchange-rate trade-offs and the fiscal cost of higher rates.
No matching research. Try another keyword or select all topics.
Monetary policy45 articlesInflation38 articlesLong-term rates29 articlesAsset pricing26 articlesEconomic data22 articlesStatistical methodology16 articlesLabour markets13 articlesFiscal sustainability10 articles
Select a bubble to explore related research.
03Calendar
13Oct
ChinaChina September CPI / PPI
Official source ↗14Oct
United StatesUS September CPI
Official source ↗15Oct
United StatesUS September PPI
Official source ↗16Oct
Euro areaInflation (HICP) · September 2026
Official source ↗Times follow your time zone; date-only events keep local dates.