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Federal Reserve

The Great Divergence: Why a 2026 Fed Rate Hike Isn't So Crazy

The Great Divergence: Why a 2026 Fed Rate Hike Isn't So Crazy

Challenging the 'soft landing' narrative, this analysis explores why global central bank tightening, US fiscal dominance, and institutional fragility could force the Fed to hike rates in 2026, leading to market volatility.

The Fed's Stealth Pivot: From QT to RMP and the New Financial Gravity

The Fed's Stealth Pivot: From QT to RMP and the New Financial Gravity

The Federal Reserve is shifting from Quantitative Tightening to Reserve Management Purchases. This marks a profound redefinition of financial rules, impacting liquidity, asset prices, and the future of investing.

Kevin Hassett: The Revolutionary Who Could Reshape the Federal Reserve

Kevin Hassett: The Revolutionary Who Could Reshape the Federal Reserve

Explore the potential implications of Kevin Hassett's Federal Reserve chairmanship, from his unique economic philosophy to his impact on monetary policy and the future of the US economy.

Decoding the Federal Reserve: Structure, Operations, and Impact

Decoding the Federal Reserve: Structure, Operations, and Impact

Unravel the mysteries of the Federal Reserve System. Explore its architecture, how it creates money, and its profound impact on your financial world, from its origins to modern policy.

综合市场分析报告：美联储数据真空下的“AI泡沫”与“第四次工业革命”之争

综合市场分析报告：美联储数据真空下的“AI泡沫”与“第四次工业革命”之争

2025年11月13日，星期四，美国市场遭遇了广泛的抛售。在经历了创纪录的43天政府关门后，美国政府的重新运作本应是积极信号，但市场却做出了经典的“买预期，卖事实”反应 1。投资者似乎早已消化了政府重开的预期 1，转而将焦点投向了此次长期停摆所带来的严重负面后果。

Decoding the Fed Rate: Your Guide to Market Swings

Decoding the Fed Rate: Your Guide to Market Swings

Unravel the mystery of the Federal Funds Rate! Discover how this key interest rate, currently at 4.22%, influences everything from your mortgage to stock market swings, and learn lessons from past crashes like 2008 and the Dot-Com Bubble.

【Inflation Alert】US CPI Falls to 3%: Soft Landing Success or Calm Before the Storm?

【Inflation Alert】US CPI Falls to 3%: Soft Landing Success or Calm Before the Storm?

US CPI YoY growth at 3.02% in September 2025, significantly down from 2022 peak but still above Fed's 2% target. Historical experience shows inflation rebounding before reaching target often signals greater turbulence ahead. This article provides deep analysis of inflation data, comparing with hist