Markets react not only to the Fed decision, but also to language and changes in expectations for the following months.
Market topic
Fed
The Fed as a source of rate expectations, dollar moves and asset valuation pressure.
The report checks whether markets price a softer, neutral or more restrictive backdrop.
Latest Reports
The Fed, inflation and yields are setting the cost-of-money debate; the market sets its starting point before the session.
Since the previous report, the main change is BTC +6.64%, ETH +4.81%..
Read reportThe cautious scenario was confirmed, but the market has not produced a new directional signal.
The Fed, inflation and yields are setting the cost-of-money debate..
Read reportThe market has not confirmed a new direction; calm observation remains appropriate.
The Fed, inflation and yields are setting the cost-of-money debate..
Read reportThe market has not confirmed a new direction; calm observation remains appropriate.
The Fed, inflation and yields are setting the cost-of-money debate..
Read reportThe cautious scenario was confirmed, but the market has not produced a new directional signal.
The Fed, inflation and yields are setting the cost-of-money debate..
Read reportChange chronology
What changed over time
- August 21, 2026The Fed, inflation and yields are setting the cost-of-money debate; the market sets its starting point before the session.
- August 5, 2026The cautious scenario was confirmed, but the market has not produced a new directional signal.
- August 2, 2026The market has not confirmed a new direction; calm observation remains appropriate.
- July 31, 2026The market has not confirmed a new direction; calm observation remains appropriate.
- July 29, 2026The cautious scenario was confirmed, but the market has not produced a new directional signal.
- July 29, 2026Events first, then prices and risk