Research
A research analysis for every position we open, and a monthly macro article that anyone can read. AI-assisted, reviewed and approved by a person before publication.
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Nov 1, 2026 · Monthly macro research
Oil pushes US inflation to 3.7% as the Fed holds and weighs a December hike
In September 2026 US consumer prices rose 3.7% from a year earlier, up from about 3.4% in August, as gasoline prices jumped and WTI crude traded above $100 a barrel for much of October. The Fed held rates at its meeting that ended Oct 28, with two officials voting for a hike. Dallas Fed President Lorie Logan then said that at least two more hikes are needed. Long-term Treasury yields ended the month a little lower, so markets and policymakers do not fully agree on how much more tightening is coming.
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Oct 26, 2026 · Position analysis Pro
Research analysis on a position we hold
Pro members read it now. Its summary becomes public 30 days after we first sell some or all of the position, or 180 days after we publish it, whichever comes first. See pricing
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Oct 26, 2026 · Position analysis Pro
Research analysis on a position we hold
Pro members read it now. Its summary becomes public 30 days after we first sell some or all of the position, or 180 days after we publish it, whichever comes first. See pricing