Macro
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October 2026 US Jobs Report Preview: November 6 Payrolls, Wages, Revisions and Fed Scenarios
The October 2026 US jobs report is due November 6 at 8:30 a.m. ET. Review September 2026 29,000 payroll gain, 4.2% unemployment and scenarios for markets.
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Fed October 28 Decision Preview: 3.75%-4.00% Rates, $115 Oil and the AI Financing Shock
October’s Fed decision comes amid high oil prices and a major AI equity-financing story. We separate verified policy dates from scenarios for real yields, equities and crypto.
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US Inflation Pipeline October 2026: CPI, PPI and Import Prices Before the Fed
An evidence-led guide to the October 14–16 US inflation releases, with August CPI baseline, EIA oil forecasts, transmission channels and conditional crypto scenarios.