Indicators

Micro & Macro Compass - FOMC Minutes Reveal a Feedback Loop That Could Put Another Rate Hike Back on the Table

The Fed held rates while markets tightened around expectations of future hikes. July’s FOMC minutes show why this logic could ultimately force policymakers to hike.

Ana Frincu

Aug 20, 2026

Economics & Finance

Housing's Rate Problem Is Still Here, But the Cracks Aren't Everywhere

Analysis

Indicators Consumer Spending Macro & Micro Compass Macroeconomics

Housing's Rate Problem Is Still Here, But the Cracks Aren't Everywhere

July housing starts plunged 12.4% while permits gained 5%. High rates are squeezing big-ticket, debt-dependent projects, but smaller jobs and Pro demand are keeping home improvement grounded.

Ana Frincu

Aug 20, 2026

Economics & Finance

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Micro & Macro Compass - FOMC Minutes Reveal a Feedback Loop That Could Put Another Rate Hike Back on the Table

Housing's Rate Problem Is Still Here, But the Cracks Aren't Everywhere

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Commodity Desk - If Hormuz Reopens, the Barrels Will Still Lag: Why Oil’s Peace Trade Could Overshoot

Energy Matrix - California Curtailed 4.5 Billion kWh of Green Electricity in Six Months. Why Is It Still Worried About Power Shortages?

Silicon Bakery - How Intensified Will the AI Infra Race Be? Behind: Intel's Capital Raising, Nvidia's AI Funding Plan, Microsoft's Bet on Indigenous Chips And More...

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Indicators

Micro & Macro Compass - FOMC Minutes Reveal a Feedback Loop That Could Put Another Rate Hike Back on the Table

Housing's Rate Problem Is Still Here, But the Cracks Aren't Everywhere

Featured posts

AI Speedrun - Brakes and Breakthroughs: OpenAi’s Pause, Anthropic’s results, chip shart-up’s win, and Cursor’s power Play?

AI Speedrun - Google just paid $10M to buy a dead airline's data — a cheap win for its AI, but may not be a positive catalyst, yet — and what’s worth digging?

Commodity Desk - If Hormuz Reopens, the Barrels Will Still Lag: Why Oil’s Peace Trade Could Overshoot

Energy Matrix - California Curtailed 4.5 Billion kWh of Green Electricity in Six Months. Why Is It Still Worried About Power Shortages?

Silicon Bakery - How Intensified Will the AI Infra Race Be? Behind: Intel's Capital Raising, Nvidia's AI Funding Plan, Microsoft's Bet on Indigenous Chips And More...

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