Archive
One entry per macro research run. Where a brief was reissued under a later date without a new run behind it, it is listed once against the run it came from, and the reuse is stated on the entry.
11 research runs, published across 16 dates. 5 of those dates carry no new research run: where a brief was reissued unchanged under a later date, it is listed once, against the run it came from, and the reuse is stated on the entry.
4 October 2026
No. 11The Federal Reserve raised its target range 25 basis points to 3.75 to 4.00 percent on September 16, the first increase in three years, carried on a unanimous 12-0 vote.
4 judgments · 10 developments · 12 sources
27 September 2026
No. 10Global monetary policy entered a rare synchronized tightening phase this week as the Federal Reserve, the European Central Bank and the Bank of Japan each raised policy rates within a compressed September window, and each explicitly tied the move to war and…
4 judgments · 10 developments · 12 sources
20 September 2026
No. 9The Federal Reserve, the European Central Bank and the Bank of Japan each raised policy rates within an eight day window between September 10 and September 18, 2026, the clearest instance yet of synchronized tightening among the three institutions.
5 judgments · 10 developments · 12 sources
13 September 2026
No. 8The European Central Bank raised its three key interest rates by 25 basis points on September 10, 2026, lifting the deposit rate to 2.50 percent in what the institution has confirmed as its second hike since the Middle East conflict began.
4 judgments · 10 developments · 12 sources
31 August 2026
No. 7Canada confirmed a dollar for dollar retaliatory tariff package on roughly twenty billion dollars of United States goods, effective September eight, after the Washington fifty percent Section 338 tariff on Canadian goods took effect August twenty two and…
5 judgments · 10 developments · 12 sources
27 August 2026
No. 6 · published as No. 7The Federal Reserve held the federal funds rate at 3.50 to 3.75 percent on July 29, but minutes released August 19 exposed the largest hawkish dissent bloc within the Federal Open Market Committee in a decade, with three regional presidents favoring a hike…
5 judgments · 10 developments · 12 sources
11 August 2026
No. 5 · published as No. 7The tariff architecture governing United States trade policy has cycled through invalidation and replacement three times within six months.
5 judgments · 10 developments · 12 sources
Republished unchanged as 2026-08-18. That date carries no new research run — it is this brief under a later heading.
4 August 2026
No. 4 · published as No. 7The Office of the United States Trade Representative is readying Section 301 forced labor tariffs of 10 to 12.5 percent on 60 economies, a third distinct legal basis attempted for near universal tariffs since April 2025.
5 judgments · 10 developments · 12 sources
21 July 2026
No. 3 · published as No. 6The United States escalated two tariff fronts simultaneously this week, invoking a previously dormant Section 338 statute to impose fifty percent tariffs on Canadian autos, alcohol, and dairy, while finalizing a twenty five percent Section 301 tariff on…
5 judgments · 10 developments · 12 sources
Republished unchanged as 2026-07-28. That date carries no new research run — it is this brief under a later heading.
14 July 2026
No. 2 · published as No. 4The nearest live flashpoint on the macro calendar is not a data release but a deadline: the United States Trade Representative faces a statutory deadline of July 15, 2026 for responsive Section 301 action against Brazil, the day after this brief closes.
5 judgments · 10 developments · 12 sources
Republished unchanged as 2026-07-15. That date carries no new research run — it is this brief under a later heading.
24 June 2026
No. 1 · published as No. 2The European Central Bank executed a regime-level monetary policy reversal on June 11, 2026, raising all three key interest rates by 25 basis points.
3 judgments · 10 developments · 12 sources
Republished unchanged as 2026-06-29, 2026-06-30. Those dates carry no new research run — they are this brief under later headings.