Post Archive
Every post remains preserved in a calm, chronological reading flow.
Arm Returns to Markets With a Pop
The biggest US IPO of 2023 priced at the top and jumped on debut, testing risk appetite.
Fitch Cuts US Rating to AA+
A post-debt ceiling downgrade revived debates on US creditworthiness and Treasury supply.
Fed Lifts to 5.25–5.50% in July
Another 25 bps kept policy at a 22-year high while officials kept options open.
UBS Agrees to Buy Credit Suisse in Emergency Deal
Swiss authorities pushed UBS to take over Credit Suisse for CHF 3B with massive liquidity backstops.
US Regulators Seize Silicon Valley Bank
A classic bank run toppled Silicon Valley Bank; regulators stepped in after a single brutal day of withdrawals.
Fed Downshifts to 50 bps but Stays Hawkish
A smaller hike came with a higher terminal dot, signaling tightening wasn't done.
Powell Signals Slower Hikes at Brookings
A speech hinting at smaller moves sparked a risk rally before year-end.
UK Gilts Buckle After Mini-Budget Shock
Unfunded tax cuts sent gilt yields soaring, forcing the market to test the Bank of England.
Fed Jumps to 75 bps After Hot CPI
A surprise 75 bps hike signaled the Fed's urgency after May inflation hit a 40-year high.
Fed Delivers 50 bps and Sets QT Clock
A half-point hike and a balance-sheet runoff plan marked the Fed's biggest move since 2000.
Fed Begins Rate Liftoff With 25 bps
The Fed raised rates for the first time since 2018 and mapped out six more moves for 2022.
War in Ukraine Jolts Energy and Equities
Russia's invasion sent oil above $100, sank European equities, and sparked a rush for safety.