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Federal Open Market Committee (FOMC)

The committee inside the Fed that actually sets the policy rate. It decides at each scheduled meeting and, quarterly, publishes members’ own rate paths as dots.Check pointThe dot plot and the tone of the minutes often move markets more than the decision itself. Markets trade what comes next, not what has already happened.

Oct 2026 2 stories

Wall Street's Question This Week: When Does the Money Spent on AI Come Back?

A Fed decision and earnings from Microsoft, Alphabet and Amazon land in the same week. Capital needs and returns on AI investment may matter more to markets than AI growth itself.

Morning Brief

When Will AI Stocks Rebound? Five Conditions That Will Decide It

The Fed meeting and big tech earnings land in the same week. Instead of predicting a date, investors can set criteria to test whether any bounce will last.

Investing

Sep 2026 6 stories

25bp Wasn't the Scary Part. Time Is - How September's FOMC Rewrote the Rate Path

The Fed raised rates for the first time in three years, but the bigger story for investors is how long elevated rates could stay in place, possibly through 2027.

Macro

What Matters More Than Today's 25bp Is the Next Few Moves

Even if the Fed raises rates 25bp today, that outcome is largely priced in. The bigger question is how far markets have already priced in further hikes through year-end and into 2027, and how much the dot plot and press conference reshape that path.

Macro

The Signal Markets Sent Before the FOMC: Nasdaq Fell, But Chips Didn't Break

Oil above $108, the 10-year near 5%, and a 25bp hike almost fully priced in. The question for markets is no longer whether the Fed hikes, but whether this is the last one.

Morning Brief

Brent Hits $106, 10-Year Touches 5% as AI Buildout Pace Gets Questioned

The S&P 500 fell just 0.48% but the semiconductor index collapsed 5.9%, as oil, rates and a new debate over how fast AI capability should advance all hit the market on the same day.

Tech

The Week the Fed Hikes for the First Time in Three Years: What Markets Fear Most

$100 oil, the 10-year note flirting with 5%, and this week's FOMC meeting. Markets are already on edge. The real question isn't the 25 basis point hike itself, but whether it marks the start of a new tightening cycle.

Macro

Why the Fed cannot cut: the triple lock of jobs, oil and AI

Inflation is not the only thing blocking a rate cut. A firm labour market, energy prices back on the rise, and an enormous AI investment cycle are each pushing up the floor under US interest rates by a different route.

Macro