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US & Fed

US monetary policy, Federal Reserve decisions, economic indicators, and dollar dynamics.

2026-08-13 Review: Did Lower Yields Establish Rate-Cut Expectations?

October 23, 2026August 14, 2026 by James Yoo
Yields Slip, Stocks Climb: Markets Lean Into Fed Rate-Cut Bets

Historical review through 2026-08-13: Did Lower Yields Establish Rate-Cut Expectations? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories US & Fed Tags Asia equities, cross-asset, fed-rate-cuts, Federal Reserve, Treasury yields Leave a comment

2026-08-07 Review: Did the Korean Decline Establish a Payrolls Response?

October 23, 2026August 8, 2026 by James Yoo
KOSPI Drops 5% as US Payrolls Miss Feeds Fed Cut Bets

Historical review through 2026-08-07: Did the Korean Decline Establish a Payrolls Response? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories US & Fed Tags fed-rate-cuts, gold, Korea KOSPI, labor-market, Treasury yields Leave a comment

July 14 Review: KOSPI Rose 0.73%, Not an 8.28% Collapse

October 22, 2026July 15, 2026 by James Yoo
US CPI Cools, Yields Slip, but Hormuz Risk Lurks

The original article reported a sharp 8.28% KOSPI decline. A dated retrospective with source-linked closing observations and transparent calculations.

Categories US & Fed Tags cpi-inflation, energy-risk, Fed policy, gold, Treasury yields Leave a comment

2026-07-08 Review: What Was the Yield Change in Basis Points?

October 23, 2026July 9, 2026 by James Yoo
Yield at 4.58%: Oil Shock Complicates the Fed's Summer Calculus

Historical review through 2026-07-08: What Was the Yield Change in Basis Points? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories US & Fed Tags Federal Reserve, Nasdaq, Treasury yields, vix, wti-crude Leave a comment

2026-06-26 Review: Did Gold and Oil Give a Consistent Five-Session Signal?

October 23, 2026June 27, 2026 by James Yoo
Gold at $4,091, Oil Tumbles 3.6%: Reading the Fed's Mixed Signals

Historical review through 2026-06-26: Did Gold and Oil Give a Consistent Five-Session Signal? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories US & Fed Tags crude oil, Federal Reserve, gold, inflation, Treasury yields Leave a comment

2026-06-10 Review: How Large Was the Yield Move Without an Inflation Attribution?

October 23, 2026June 11, 2026 by James Yoo
US Inflation Surprise Triggers 14bp Yield Spike and Nasdaq Rout

Historical review through 2026-06-10: How Large Was the Yield Move Without an Inflation Attribution? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories US & Fed Tags Energy Prices, Federal Reserve, Nasdaq, Treasury yields, US Inflation Leave a comment

2026-05-24 Review: What Does a Yield Decline Say About a Bond Return?

October 23, 2026May 25, 2026 by James Yoo

Historical review through 2026-05-24: What Does a Yield Decline Say About a Bond Return? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories US & Fed Tags bond market, duration trade, Fed policy, rate cuts, Treasury yields Leave a comment

2026-05-12 Review: Can Market Yields Establish Stagflation?

October 23, 2026May 13, 2026 by James Yoo

Historical review through 2026-05-12: Can Market Yields Establish Stagflation? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories US & Fed Tags Federal Reserve, inflation, interest rates, oil prices, stagflation Leave a comment

2026-04-15 Review: Did Nasdaq Outperformance Establish an Unsustainable Rally?

October 23, 2026April 16, 2026 by James Yoo

Historical review through 2026-04-15: Did Nasdaq Outperformance Establish an Unsustainable Rally? Source-linked daily data, a five-observation comparison and explicit corrections.

Categories US & Fed Tags Treasury yields Leave a comment
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