ECB September 2026: Rates Rise 25bp to 2.50% — What the Decision Means for Markets
The ECB raised all three key rates by 25 basis points on September 10. The deposit rate is now 2.50%, and the new inflation path keeps further tightening risk alive.
- September 8, 2026
- by Novalis
- 12 minutes read
- 237 Views
Fed September 2026: Rate Hike Odds Near 90% After CPI — What to Expect on September 16
Markets now price roughly a 90% chance of a 25-bp Fed hike on September 16 after August CPI. Here is what matters for stocks, bonds, the dollar and the dot.
- August 29, 2026
- by Novalis
- 17 minutes read
- 63 Views
Who Is Kevin Warsh? Career, Net Worth, Fed Philosophy and Why Markets Care
Kevin Warsh is the new Federal Reserve chair, a former Morgan Stanley banker, ex-Duquesne partner and one of the wealthiest people ever to lead the Fed. Here is the deeper.
- August 20, 2026
- by Novalis
- 11 minutes read
- 154 Views
Why Rising Bond Yields Crush Growth Stocks: The Valuation Math Investors Often Miss
Why do growth stocks fall when Treasury yields rise? I break down discount rates, equity duration, valuation math and the cases where higher yields do not mean lower stock prices.
