# fomc (blogs) — RSS Amplifier Recent posts from the 4 feeds in the RSS Amplifier directory that cover fomc. Page: Feed: --- ## [First Real Dip For SPX In Over A Month. Where Does It Land? August 21 Plan](https://tradecompanion.substack.com/p/first-real-dip-for-spx-in-over-a) _2026-08-20 · Adam Mancini's S&P 500 (SPX/ES Futures) Trade Companion_ As readers know, the theme for the past several months has been buy dips. The dips vary in size, speed, duration, structure, but they all resolve the same: They get bought. This is despite the fact after every dip, we get the standard “world is ending” calls. We saw this Wednesday July 29th after FOMC and it started this macro leg up. This was a particularly large dip (over 100 points in a little… ## [Is The Current Dip All Bears Will Get In SPX? August 20th Plan](https://tradecompanion.substack.com/p/is-the-current-dip-all-bears-will) _2026-08-19 · Adam Mancini's S&P 500 (SPX/ES Futures) Trade Companion_ As readers know, the theme for the past several months has been buy dips. The dips vary in size, speed, duration, structure, but they all resolve the same: They get bought. This is despite the fact after every dip, we get the standard “world is ending” calls. We saw this Wednesday July 29th after FOMC and it started this macro leg up. This was a particularly large dip (over 100 points in a little… ## [\[Podcast\] Giver's Gambit: Episode 53](https://lazyvillager1.substack.com/p/podcast-givers-gambit-episode-53) _2026-08-19 · The Giver · The Giving Tree_ Went on The Odyssey, came back to see Bessent front-run my Substack piece that I’ve been working on for a week... not cool. Why we’ve been long debasement assets (metals, BTC) ## [Is Today’s SPX Dip The Start of More Red? August 19 Plan](https://tradecompanion.substack.com/p/is-todays-spx-dip-the-start-of-more) _2026-08-18 · Adam Mancini's S&P 500 (SPX/ES Futures) Trade Companion_ As readers know, the theme for the past several months has been buy dips. The dips vary in size, speed, duration, structure, but they all resolve the same: They get bought. This is despite the fact after every dip, we get the standard “world is ending” calls. We saw this Wednesday July 29th after FOMC and it started this macro leg up. This was a particularly large dip (over 100 points in a little… ## [Record highs, Fed minutes ahead](https://oraclum.substack.com/p/record-highs-fed-minutes-ahead) _2026-08-18 · Vuk Vukovic, PhD · ORCA's predictions_ Quick summary: ## [SPX Finally Cools Off. Will Bulls Buy The Dip? August 18 Plan](https://tradecompanion.substack.com/p/spx-finally-cools-off-will-bulls) _2026-08-17 · Adam Mancini's S&P 500 (SPX/ES Futures) Trade Companion_ As readers know, the theme for the past several months has been buy dips. The dips vary in size, speed, duration, structure, but they all resolve the same: They get bought. This is despite the fact after every dip, we get the standard “world is ending” calls. We saw this Wednesday July 29th after FOMC and it started this macro leg up. This was a particularly large dip (over 100 points in a little… ## [Will The Trend Higher Continue Next Week In SPX? August 15 Plan](https://tradecompanion.substack.com/p/will-the-trend-higher-continue-next-183) _2026-08-16 · Adam Mancini's S&P 500 (SPX/ES Futures) Trade Companion_ NOTE: This is a resend of the newsletter for Monday August 17th, originally sent on Friday at 4pm, for those who did not receive. As readers know, the theme for the past several months has been buy dips. The dips vary in size, speed, duration, structure, but they all resolve the same: They get bought. This is despite the fact after every dip, we get the standard “world is ending” calls. We saw… ## [Breakout For SPX. Can SPX Run, Or Is It A Trap? August 14 Plan](https://tradecompanion.substack.com/p/breakout-for-spx-can-spx-run-or-is) _2026-08-13 · Adam Mancini's S&P 500 (SPX/ES Futures) Trade Companion_ As readers know, the theme for the past several months has been buy dips. The dips vary in size, speed, duration, structure, but they all resolve the same: They get bought. We saw this Wednesday July 29th after FOMC. This was a particularly large dip (over 100 points in a little over an hour), and as a result it would mean the dip buy would be particularly large. It was and we’ve ripped 450+… ## [Ultra-Low Volatility In SPX. Calm Before The Storm? August 13th Plan](https://tradecompanion.substack.com/p/ultra-low-volatility-in-spx-calm) _2026-08-12 · Adam Mancini's S&P 500 (SPX/ES Futures) Trade Companion_ As readers know, the theme for the past several months has been buy dips. The dips vary in size, speed, duration, structure, but they all resolve the same: They get bought. We saw this last Wednesday after FOMC. This was a particularly large dip (over 100 points in a little over an hour), and as a result it would mean the dip buy would be particularly large. It was and we’ve ripped 400+ points… ## [CPI Tomorrow. Can It Break The Coil For SPX? August 12 Plan](https://tradecompanion.substack.com/p/cpi-tomorrow-can-it-break-the-coil) _2026-08-11 · Adam Mancini's S&P 500 (SPX/ES Futures) Trade Companion_ As readers know, the theme for the past several months has been buy dips. The dips vary in size, speed, duration, structure, but they all resolve the same: They get bought. We saw this last Wednesday after FOMC. This was a particularly large dip (over 100 points in a little over an hour), and as a result it would mean the dip buy would be particularly large. It was and we’ve ripped 400+ points… ## [One platform, from silicon to agent (Sponsored)](https://crawlproof.com/a/gzFOATXZLnC3) _2026-08-11 · **Sponsored**_ Serverless inference plus Inference Router to optimize cost and latency at scale. ## [Another round, survey open](https://oraclum.substack.com/p/another-round-survey-open) _2026-08-11 · ORCA's predictions_ Quick summary: ## [SPX Is Coiling Tighter And Tighter. Another Trend Coming? August 11th Plan](https://tradecompanion.substack.com/p/spx-is-coiling-tighter-and-tighter-844) _2026-08-10 · Adam Mancini's S&P 500 (SPX/ES Futures) Trade Companion_ As readers know, the theme for the past several months has been buy dips. The dips vary in size, speed, duration, structure, but they all resolve the same: They get bought. We saw this Wednesday July 29th after FOMC. This was a particularly large dip (over 100 points in a little over an hour), and as a result it would mean the dip buy would be particularly large. It was and we’ve ripped 400+… ## [Is SPX Coiling For Another Breakout? August 10th Plan](https://tradecompanion.substack.com/p/is-spx-coiling-for-another-breakout-552) _2026-08-09 · Adam Mancini's S&P 500 (SPX/ES Futures) Trade Companion_ NOTE: This is a resend of the newsletter for Monday August 10th, originally sent Friday at 4pm, for those who did not receive. As readers know, the theme for the past several months has been buy dips. The dips vary in size, speed, duration, structure, but they all resolve the same: They get bought. We saw this last Wednesday after FOMC. This was a particularly large dip (over 100 points in a… ## [A closer look at the Fed's new monetarism](https://oraclum.substack.com/p/a-closer-look-at-the-feds-new-monetarism) _2026-08-08 · Vuk Vukovic, PhD · ORCA's predictions_ A long summer read. Enjoy. ## [Économie française : le risque de décrochage est-il devenu structurel ?](https://www.fibee.fr/economie-francaise-le-risque-de-decrochage-est-il-devenu-structurel/) _2026-08-07 · Patrick Artus · Analyses et stratégies d'investissement_ Faible croissance, déficit public persistant, vieillissement démographique et insuffisance des investissements : l’économie française cumule plusieurs fragilités qui interrogent sa capacité à retrouver une croissance durable. Lire la suite : Économie française : le risque de décrochage est-il devenu structurel ? sur Fibee.fr ## [Banque du Japon : statu quo sur les taux, mais un discours de plus en plus ferme](https://www.fibee.fr/banque-du-japon-statu-quo-sur-les-taux-mais-un-discours-de-plus-en-plus-ferme/) _2026-08-05 · Thuy Vân Pham · Analyses et stratégies d'investissement_ La Banque du Japon a maintenu son taux directeur à 1 % lors de sa réunion de juillet, privilégiant toujours une normalisation progressive de sa politique monétaire. Lire la suite : Banque du Japon : statu quo sur les taux, mais un discours de plus en plus ferme sur Fibee.fr ## [The survey is live!](https://oraclum.substack.com/p/the-survey-is-live) _2026-08-04 · ORCA's predictions_ Quick summary: ## [Return from Absence](https://lazyvillager1.substack.com/p/return-from-absence-d4c) _2026-08-04 · The Giver · The Giving Tree_ Where has The Giver been? Did he finally Make It? ## [Fed : Kevin Warsh joue sa crédibilité en abandonnant la forward guidance](https://www.fibee.fr/fed-kevin-warsh-joue-sa-credibilite-en-abandonnant-la-forward-guidance/) _2026-08-03 · Thomas Giudici · Analyses et stratégies d'investissement_ Quelques mois après son arrivée à la tête de la Réserve fédérale, Kevin Warsh commence à mesurer les difficultés d’une communication monétaire volontairement moins prévisible. Alors que la Fed a maintenu ses taux entre 3,50 % et 3,75 %, la décision a révélé des divisions croissantes au sein du FOMC et laissé les investisseurs dans l’incertitude sur la trajectoire à venir. Lire la suite : Fed :… ## [The collapse of AI momentum stocks](https://oraclum.substack.com/p/the-collapse-of-ai-momentum-stocks) _2026-08-01 · Vuk Vukovic, PhD · ORCA's predictions_ A hell of a week to finish off a hell of a month. ## [Ship software peacefully (Sponsored)](https://crawlproof.com/a/SN5qeaFzSCIK) _2026-08-01 · **Sponsored**_ Deploy apps from your repo with auto-config, instant previews, scaling, and monitoring. ## [What a week: FOMC, earnings, PCE inflation, jobs](https://oraclum.substack.com/p/what-a-week-fomc-earnings-pce-inflation) _2026-07-28 · Vuk Vukovic, PhD · ORCA's predictions_ Quick summary: ## [Pétrole : le retour des tensions au Moyen-Orient ravive les risques énergétiques et inflationnistes](https://www.fibee.fr/petrole-le-retour-des-tensions-au-moyen-orient-ravive-les-risques-energetiques-et-inflationnistes/) _2026-07-28 · DNCA Finance · Analyses et stratégies d'investissement_ À peine un mois après l'accord entre les États-Unis et l'Iran, le rétablissement du blocus des ports iraniens et les nouvelles perturbations dans le détroit d'Ormuz replacent le risque énergétique au premier plan. Lire la suite : Pétrole : le retour des tensions au Moyen-Orient ravive les risques énergétiques et inflationnistes sur Fibee.fr ## [Les marchés redécouvrent le risque pétrolier, l’IA doit désormais prouver sa rentabilité](https://www.fibee.fr/les-marches-redecouvrent-le-risque-petrolier-lia-doit-desormais-prouver-sa-rentabilite/) _2026-07-27 · Thomas Giudici · Analyses et stratégies d'investissement_ Le retour du Brent au-dessus de 100 dollars marque un changement de perception des investisseurs face au conflit au Moyen-Orient. L’extension des tensions au détroit de Bab-el-Mandeb et les perturbations des routes maritimes ravivent le scénario d’un véritable choc énergétique, alimentant la remontée des taux souverains et renforçant les interrogations sur les prochaines décisions de la BCE et de… ## [Uh-oh: Dashboard changed regimes. Now it's Warsh's turn.](https://oraclum.substack.com/p/uh-oh-dashboard-changed-regimes-now) _2026-07-25 · Vuk Vukovic, PhD · ORCA's predictions_ What to expect from FOMC next week ## [Indices équipondérés : un retour en grâce face à la domination des géants de la Tech ?](https://www.fibee.fr/indices-equiponderes-un-retour-en-grace-face-a-la-domination-des-geants-de-la-tech/) _2026-07-24 · John Plassard · Analyses et stratégies d'investissement_ Après plusieurs années de surperformance des indices traditionnels, largement tirés par les mégacapitalisations technologiques, le débat sur les indices équipondérés revient au premier plan. Lire la suite : Indices équipondérés : un retour en grâce face à la domination des géants de la Tech ? sur Fibee.fr ## [Transition énergétique : le choc pétrolier accélère la quête d’indépendance énergétique en Asie](https://www.fibee.fr/transition-energetique-le-choc-petrolier-accelere-la-quete-dindependance-energetique-en-asie/) _2026-07-22 · Pictet AM · Analyses et stratégies d'investissement_ La guerre entre les États-Unis et l'Iran agit comme un puissant catalyseur de la transition énergétique en Asie. Très dépendante du pétrole transitant par le détroit d'Ormuz, la région renforce à court terme ses approvisionnements en hydrocarbures, tout en accélérant massivement ses investissements dans les énergies renouvelables, le nucléaire, le stockage par batteries et les véhicules… ## [Pause estivale en vue !](https://www.fibee.fr/pause-estivale-en-vue/) _2026-07-22 · Fibee · Analyses et stratégies d'investissement_ Pendant les vacances d'été, le rythme des publications sur Fibee sera légèrement réduit. Les sociétés de gestion, les analystes et les acteurs des marchés financiers communiquent naturellement moins durant cette période. Lire la suite : Pause estivale en vue ! sur Fibee.fr ## [Testing the top, earnings take the wheel](https://oraclum.substack.com/p/testing-the-top-earnings-take-the) _2026-07-21 · Vuk Vukovic, PhD · ORCA's predictions_ Quick summary: ## [Actions japonaises : après un fort rebond, le marché marque une pause](https://www.fibee.fr/actions-japonaises-apres-un-fort-rebond-le-marche-marque-une-pause/) _2026-07-21 · Meeschaert · Analyses et stratégies d'investissement_ Porté depuis 2025 par l'essor de l'intelligence artificielle, le redressement des banques, la faiblesse du yen et l'amélioration de la gouvernance des entreprises, le marché actions japonais a retrouvé une place de choix auprès des investisseurs. Lire la suite : Actions japonaises : après un fort rebond, le marché marque une pause sur Fibee.fr ## [Marchés : malgré le regain des tensions au Moyen-Orient, les investisseurs gardent le cap sur l’IA et l’inflation](https://www.fibee.fr/marches-malgre-le-regain-des-tensions-au-moyen-orient-les-investisseurs-gardent-le-cap-sur-lia-et-linflation/) _2026-07-20 · Thomas Giudici · Analyses et stratégies d'investissement_ La reprise des affrontements entre les États-Unis et l’Iran ravive les tensions géopolitiques, mais les marchés financiers font preuve d’une résilience remarquable. Thomas Giudici (Auris Gestion) souligne que les investisseurs ne redoutent plus un choc pétrolier majeur, estimant que les capacités de production et les alternatives au détroit d’Ormuz limitent les risques sur l’approvisionnement… ## [Licensed Dispensaries, Pay with Crypto (Sponsored)](https://crawlproof.com/a/AlzjhHTREEcf) _2026-07-20 · **Sponsored**_ Search verified licensed dispensaries and pay with Bitcoin, Lightning, or stablecoins. ## [Credit and vol buying signals are up.](https://oraclum.substack.com/p/credit-and-vol-buying-signals-are) _2026-07-18 · Vuk Vukovic, PhD · ORCA's predictions_ Also watch if gold starts trading with oil again. ## [CPI in the rearview mirror.](https://oraclum.substack.com/p/cpi-in-the-rearview-mirror) _2026-07-14 · Vuk Vukovic, PhD · ORCA's predictions_ Quick summary: ## [\[Short Note\] Update on HYPE note: what even is this coin? Playbook for 2026](https://lazyvillager1.substack.com/p/short-note-update-on-hype-note-what) _2026-01-29 · The Giver · The Giving Tree_ Navigating where are we in the HYPE life-cycle ## [\[Podcast\] Giver's Gambit: Episode 52](https://lazyvillager1.substack.com/p/podcast-givers-gambit-episode-52) _2026-01-23 · The Giver · The Giving Tree_ Observing policy shifts and how the BOJ presser in a few hours could act as a potential inflection point for BTC/Gold ## [\[Podcast\] Giver's Gambit: Episode 51](https://lazyvillager1.substack.com/p/podcast-givers-gambit-episode-51) _2026-01-21 · The Giver · The Giving Tree_ Giver 2025 WRAPPED! Key themes for 2026, how we are approaching Q1, and positioning today ## [\[Short Note\] BMNR Update: Creating the Case to be Long ETH Ahead of the Stockholder Meeting](https://lazyvillager1.substack.com/p/bmnr-update-creating-the-case-to) _2025-12-29 · The Giver · The Giving Tree_ The stockholder meeting, if approved, could be an underrated catalyst for ETH ## [\[Slide Deck\] "5 Mins or Less" Preview at December FOMC](https://lazyvillager1.substack.com/p/slide-deck-5-mins-or-less-preview) _2025-12-09 · The Giver · The Giving Tree_ What is positioning going into this and how similar is this to September FOMC? ## [\[Short Note\] HYPE Unlocks: Priced In or Not? Playbook for Q4](https://lazyvillager1.substack.com/p/short-note-a-highly-theoretical-and) _2025-11-29 · The Giver · The Giving Tree_ Creating and using unique/experimental valuation frameworks to assign a price range of interest on HYPE ## [\[Short Note\] UNI Fee Switch On: Is It a Buy Here at $9?](https://lazyvillager1.substack.com/p/uni-fee-switch-on-is-it-a-buy-here) _2025-11-11 · The Giver · The Giving Tree_ Contextualizing revenue-to-fee conversion around the UNI business model and assigning a target price range ## [\[Podcast\] Giver's Gambit: Episode 50](https://lazyvillager1.substack.com/p/podcast-givers-gambit-episode-50) _2025-11-05 · The Giver · The Giving Tree_ Is the Gully over? Not sure, but closed shorts. Am long now - and why. Dissecting the last 3 months as a trilogy in dimensioning where we are today & what catalyst is here now to re-rate