Free Research Archive
Public methodology notes and selected market research designed to make the research process and context visible.
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October 2026
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October 2026
2 articles
Six Frozen Windows, Graded
The stress came when the dates said it would. Gold didn't follow the script, and late September never got the conditions the path asked for.
The Fed Got Good News. The Ten-Year Didn't Care.
Core inflation came in below forecast, on a new ruler. Jobs came in weak. An October hike now looks much less likely. Long yields rose anyway.