Global markets are reacting prematurely to geopolitical shifts, according to macro strategist David Roche. He argues that recent oil and equity market moves reflect speculation rather than a confirmed resolution, with any potential deal being structurally weak and unlikely to address core strategic issues.
Fed’s Jefferson urges patience on rates; Kashkari sees more hikes ahead
Federal Reserve Vice Chair Philip Jefferson stated that he sees no immediate need for further interest rate adjustments. He emphasized that future decisions would depend
October 1, 2026