# rate hike (audio feeds) — RSS Amplifier Recent posts from the 3 feeds in the RSS Amplifier directory that cover rate hike. Page: Feed: --- ## [Yields Reverse a Good Bit of Yesterday’s Move with Oil Higher](https://riskreversal.substack.com/p/yields-reverse-a-good-bit-of-yesterdays) _2026-08-20 · Dan Nathan · RiskReversal Recap_ SPX drops below week’s long range, closes on lows of the day. US10YY back to 4.70%. ## [Treasury to Buy More Treasuries. Yields Fall but Stocks Muted](https://riskreversal.substack.com/p/treasury-to-buy-more-treasuries-yields) _2026-08-19 · Guy Adami · RiskReversal Recap_ 30YY falls 10 bps, 10YY falls 6 bps, 2YY unched. Tech stocks lower to spoil rally. MRNA +150% on cancer trial. ## [The AI Price War Nobody Saw Coming with FirstMark's David Waltcher](https://riskreversal.substack.com/p/the-ai-price-war-nobody-saw-coming-55d) _2026-08-19 · Dan Nathan · RiskReversal Recap_ Dan Nathan hosts FirstMark Capital partner David Waltcher at the firm’s HQ to discuss Waltcher ’s path from an Accel internship to investing in enterprise software, security, and AI. [Listen](https://api.substack.com/feed/podcast/211830365/d61a9db7af33838d2883bc186476817d.mp3) ## [Stocks Lower as Global Yields Pinch](https://riskreversal.substack.com/p/stocks-lower-as-global-yields-pinch) _2026-08-18 · Guy Adami · RiskReversal Recap_ Japan 30YY hits 30 year high. US stocks led lower by reversal in semi names. ## [MOU Ends. Oil, Yields Higher. Stocks Lower.](https://riskreversal.substack.com/p/mou-ends-oil-yields-higher-stocks) _2026-08-17 · Guy Adami · RiskReversal Recap_ 30YY highest level since 2007. Tech mixed with SMH +1%, IGV -2%. ## [Peter Boockvar: Inflation Is The Core Disease](https://riskreversal.substack.com/p/peter-boockvar-inflation-is-the-core-988) _2026-08-17 · Dan Nathan · RiskReversal Recap_ Learn more about Astraeus Wealth Management: http://astraeuswealth.com/partner-with-us [Listen](https://api.substack.com/feed/podcast/211530123/abd7a9e5f88d18490b2a8b8c41620661.mp3) ## [The Week Ahead: Retail Earnings, Fed Minutes Amid Low Vol and SPX Near Highs](https://riskreversal.substack.com/p/the-week-ahead-retail-earnings-fed) _2026-08-16 · Guy Adami · RiskReversal Recap_ Rate hike odds have fallen the past two weeks. ## [Talking Points](https://theasiaeconomist.substack.com/p/talking-points-d8f) _2026-08-16 · Michael Spencer · The Asia Economist_ Helping to prepare you for the week ahead. Thoughts on Zhu Rongji. The yen continues to befuddle some economists. [Listen](https://api.substack.com/feed/podcast/211470171/49a6c95de4fb6d98deb0fa50e1032633.mp3) ## [Talking Points](https://theasiaeconomist.substack.com/p/talking-points-b32) _2026-08-16 · Michael Spencer · The Asia Economist_ Helping to prepare you for the week ahead. Thoughts on Zhu Rongji. The yen continues to befuddle some economists. ## [55 Years After Bretton Wood's End, Chandler Expects Dollar Dominance to Keep Ebbing](https://kathleenhays.substack.com/p/55-years-after-bretton-woods-end) _2026-08-15 · Kathleen Hays · Kathleen Hays Presents: Central Bank Central_ BBGX Chief Market Strategist: A currency's value is "a question of trust...a question of power," he says as Trump recognizes U.S is no longer the "top dog" hegemon power [Listen](https://api.substack.com/feed/podcast/211226162/2c62ae78fb21d7fa4f78077669d38573.mp3) ## [Web Coding With AI, Live (Sponsored)](https://crawlproof.com/a/np6CufZ1xGpO) _2026-08-15 · **Sponsored**_ Collaborative screen sharing with simultaneous remote control, open source. ## [Stocks Pause Friday, End Week Slightly Higher](https://riskreversal.substack.com/p/stocks-pause-friday-end-week-slightly) _2026-08-14 · Guy Adami · RiskReversal Recap_ Bad Retail Sales and Consumer Sentiment combine with higher oil to end week just below highs. ## [Vincent Daniel: AI Buildout Credit Risks Are a Feature, Not a Bug](https://riskreversal.substack.com/p/vincent-daniel-ai-buildout-credit-5fd) _2026-08-14 · Dan Nathan · RiskReversal Recap_ Checkout the WAWD Substack: https://whatarewedoingonthedesk.substack.com/ [Listen](https://api.substack.com/feed/podcast/211154155/cfcd730c2eda71c081c648ebe60e0bf1.mp3) ## [PPI Cool, Hike Odds Fall, Stocks To New Highs](https://riskreversal.substack.com/p/ppi-cool-hike-odds-fall-stocks-to) _2026-08-13 · Guy Adami · RiskReversal Recap_ Odds of a Sept rate hike fall under 35%. AMAT slightly lower after hours. ## [Rosengren Would Have Tightened Policy Already, Not Clear Fed Will Hike Rate by Year's End](https://kathleenhays.substack.com/p/rosengren-would-have-tightened-policy) _2026-08-13 · Kathleen Hays · Kathleen Hays Presents: Central Bank Central_ Former Boston Fed president: Warsh's forward guidance obligation is to explain reasons for Fed's policy decision at each meeting, not to signal where policy will go next [Listen](https://api.substack.com/feed/podcast/210938100/c0cc696849bad40963a1b1aa017156d1.mp3) ## [Sonali Basak: Building “The Bridge” Investors Can Walk Across](https://riskreversal.substack.com/p/sonali-basak-building-the-bridge-09a) _2026-08-13 · Dan Nathan · RiskReversal Recap_ Click the link http://kalshi.com/r/MOSES or download the Kalshi App and use code MOSES to sign up and trade today! [Listen](https://api.substack.com/feed/podcast/211013639/e2eb9d0470e98680f686c792ded9460c.mp3) ## [CPI as Expected, Stocks Higher as Sept Hike Odds Ease.](https://riskreversal.substack.com/p/cpi-as-expected-stocks-higher-as) _2026-08-12 · Guy Adami · RiskReversal Recap_ PPI tomorrow. CSCO slightly lower on earnings after hours. ## [Talking Points](https://theasiaeconomist.substack.com/p/talking-points-3e4) _2026-08-09 · Michael Spencer · The Asia Economist_ Inflation reprieve in June likely to reverse in July. Semiconductor sales are slowing. RBI on hold, but for how long? [Listen](https://api.substack.com/feed/podcast/210517531/c2aff5dcd3e74f869737f8211688f4d1.mp3) ## [Talking Points](https://theasiaeconomist.substack.com/p/talking-points-51f) _2026-08-09 · Michael Spencer · The Asia Economist_ Inflation reprieve in June likely to reverse in July. Semiconductor sales are slowing. RBI on hold, but for how long? ## [Levy: Economy Still Resilient as Productivity Rises, Private Sector Jobs Keep Growing](https://kathleenhays.substack.com/p/levy-economy-still-resilient-as-productivity) _2026-08-09 · Kathleen Hays · Kathleen Hays Presents: Central Bank Central_ Hoover Institution Fellow says Fed has met its full employment mandate despite weak July jobs report, Warsh will endorse rate hikes by year's as inflation stays above target [Listen](https://api.substack.com/feed/podcast/210261762/3960e9581d1977a5e47d4bbaa2e07bdb.mp3) ## [Shirai: Takaichi Must Side with BOJ to Fight Inflation as Japan, U.S. Intervene to Boost Yen](https://kathleenhays.substack.com/p/shirai-takaichi-must-side-with-boj) _2026-08-04 · Kathleen Hays · Kathleen Hays Presents: Central Bank Central_ Former BOJ policy board member supports PM Takaichi efforts to boost Japan's economy, says prime minister must face reality of funding constraints [Listen](https://api.substack.com/feed/podcast/209663781/ddbd4f6ce9f01c90f349f6b6cfc92e49.mp3) ## [CLI-first decentralized compute (Sponsored)](https://crawlproof.com/a/SU99PSfKWnqt) _2026-08-04 · **Sponsored**_ Run and pay spare GPUs from the CLI — transcode, coinpay (DID+escrow), infernet (AI). ## [Talking Points](https://theasiaeconomist.substack.com/p/talking-points-cab) _2026-08-02 · Michael Spencer · The Asia Economist_ The Fed delivers a dovish hold. Warsh seems OK with higher yields and volatility. FX intervention supports the yen but the won fell back as soon as it ended. I expect JPY to re-test 160 soon. [Listen](https://api.substack.com/feed/podcast/209559633/d976f95ddf32249cf3c914bb7774e1da.mp3) ## [Talking Points](https://theasiaeconomist.substack.com/p/talking-points-718) _2026-08-02 · Michael Spencer · The Asia Economist_ The Fed delivers a dovish hold. Warsh seems OK with higher yields and volatility. FX intervention supports the yen but the won fell back as soon as it ended. I expect JPY to re-test 160 soon. ## [Dudley: Warsh Making Mistake, Opening Door to Rate Hike, Not Saying What Will Trigger It](https://kathleenhays.substack.com/p/dudley-warsh-making-mistake-opening) _2026-07-30 · Kathleen Hays · Kathleen Hays Presents: Central Bank Central_ Former New York Fed President sees more communication needed about how policy will be conducted as September rate hike is expected [Listen](https://api.substack.com/feed/podcast/209043792/8033e482ff71d6907e03e676891e2ec8.mp3) ## [Farrington Presents Master Class in Bank of Japan Monetary Policy: Past, Present, Future](https://kathleenhays.substack.com/p/farrington-presents-master-class) _2026-07-28 · Kathleen Hays · Kathleen Hays Presents: Central Bank Central_ Bank of Japan is in tough spot ahead of meeting this week as Takaichi-driven fiscal policy roils markets says BOJ Watchtower author, founder Mark Farrington [Listen](https://api.substack.com/feed/podcast/208357573/a56b027d969517c16eadbd8431b9677b.mp3) ## [Lockhart Sees Fed Steady in July, at Least 50 Bps in Rate Hikes on the Way](https://kathleenhays.substack.com/p/lockhart-sees-fed-steady-in-july) _2026-07-28 · Kathleen Hays · Kathleen Hays Presents: Central Bank Central_ Former Atlanta Fed President says Fed policy communication without forward guidance will be different, but it has pluses and minuses [Listen](https://api.substack.com/feed/podcast/208719722/a45f14ede9be04bb479922c14688a19b.mp3) ## [Talking Points](https://theasiaeconomist.substack.com/p/talking-points-b73) _2026-07-26 · Michael Spencer · The Asia Economist_ The podcast is free; the text is paywalled. [Listen](https://api.substack.com/feed/podcast/208601143/be6feb31d79b2f0224a36b0962bf0bfb.mp3) ## [Talking Points](https://theasiaeconomist.substack.com/p/talking-points-b56) _2026-07-26 · Michael Spencer · The Asia Economist_ Rising oil prices and new tariff threats from Trump add to weaker equity market sentiment. BI keeps rates steady; BoJ remains committed to rate hikes even while inflation falls below target. ## [Kirkegaard: Iran War, Oil Prices Key to ECB's Next Rate Move, Not Macroeconomics](https://kathleenhays.substack.com/p/kirkegaard-iran-war-oil-prices-key) _2026-07-26 · Kathleen Hays · Kathleen Hays Presents: Central Bank Central_ Bruegel and PIIE economist, formerly at Danish Ministry of Defense, sees September rate hike likely as Middle East conflict continues, boosting oil prices, July inflation [Listen](https://api.substack.com/feed/podcast/208367021/29992a2982780db3ff79da87fbdd758b.mp3) ## [Blanchflower Sees U.K.'s Burnham as Popular Leader Who Must Move Slowly, Avoid Mistakes](https://kathleenhays.substack.com/p/blanchflower-sees-uks-burnham-as) _2026-07-22 · Kathleen Hays · Kathleen Hays Presents: Central Bank Central_ Dartnouth College Economist , Former BOE MPC Member Says Burnham Making "Politically Sensible Move" by Promoting His Defense Spending Boost with Trump [Listen](https://api.substack.com/feed/podcast/207946715/0e45b6923a5fefdcae5d4efd08abc265.mp3) ## [Lacker Sees Warsh Forming "Center Hawk Coalition," Building Majority as Doves Dissent](https://kathleenhays.substack.com/p/lacker-sees-warsh-forming-center) _2026-07-16 · Kathleen Hays · Kathleen Hays Presents: Central Bank Central_ Former Richmond Fed President says Fed should start raising rates at July meeting, show commitment to price stability, can't wait till after elections [Listen](https://api.substack.com/feed/podcast/207210028/2486d51171a6628143cfcb031d43be5d.mp3) ## [Hire AI-Powered Freelancers Fast (Sponsored)](https://crawlproof.com/a/X9kmxXLgWq5j) _2026-07-16 · **Sponsored**_ Browse and hire skilled professionals using AI tools — free to post, free to apply. ## [Talking Points](https://theasiaeconomist.substack.com/p/talking-points-fec) _2026-07-12 · Michael Spencer · The Asia Economist_ Export data show the growth impulse from AI may be weakening. Rising core inflation remains a challenge. Expect a BoK rate hike this week. [Listen](https://api.substack.com/feed/podcast/206747293/6532e380ebb3147e3d6cc57465d23e58.mp3) ## [Talking Points](https://theasiaeconomist.substack.com/p/talking-points-f6e) _2026-07-12 · Michael Spencer · The Asia Economist_ Export data show the growth impulse from AI may be weakening. Rising core inflation remains a challenge. Expect a BoK rate hike this week.