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Sam Mo
Sam Mo

Eco knowledege

Risk Management for Swing Traders: A Macro-Aware Approach

Sep 24, 2026

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5 min read

Risk Management for Swing Traders: A Macro-Aware Approach

Position sizing and stops assume risk is fixed. In macro markets it changes while you hold, and none of it shows up on the chart.

Sam Mo
Sam Mo

Weekly Market Letter

Three Central Banks Hiked This Week. None Can Fix the Real Problem

Sep 20, 2026

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6 min read

Three Central Banks Hiked This Week. None Can Fix the Real Problem

The Fed raised rates for the first time since 2023, the Bank of Japan hit a 31-year high, and the yen fell anyway. Here is how the seven markets moved and why.

Sam Mo
Sam Mo

Eco knowledege

What Happens to Forex After FOMC Meetings? Patterns and Context

Sep 17, 2026

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5 min read

What Happens to Forex After FOMC Meetings? Patterns and Context

Quiet for hours, violent for a minute, then reconsidered. The shape repeats eight times a year, and the first move is usually the least reliable one.

Sam Mo
Sam Mo

FOMC Report

FOMC September 2026 report

Sep 16, 2026

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8 min read

FOMC September 2026 report

The Fed raised rates for the first time since 2023, a quarter point to 3.75 to 4.00 percent, on a unanimous 12 to 0 vote. The hike was priced above 90 percent. The dot plot was not: 16 of 18 officials now expect another increase this year. Here is what the unanimity, the projections, and Warsh's press conference mean for traders.

Sam Mo
Sam Mo

Weekly Market Letter

Why the Fed Is About to Hike for the First Time Since 2023

Sep 13, 2026

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6 min read

Why the Fed Is About to Hike for the First Time Since 2023

August CPI ran hot and core inflation accelerated, pushing hike odds to 90 percent. The deciding number may be consumer inflation expectations at 4.6 percent. Here is how the seven markets moved and why.

Sam Mo
Sam Mo

Eco knowledege

How Central Bank Divergence Affects Forex Markets

Sep 10, 2026

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4 min read

How Central Bank Divergence Affects Forex Markets

Four central banks decide inside eight days and nobody is confident about any of them. Divergence is what creates trends in FX, and most traders read it backwards.

Sam Mo
Sam Mo

Weekly Market Letter

The Job Losses That Never Happened: August Payrolls Rewrite the Summer

Sep 6, 2026

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6 min read

The Job Losses That Never Happened: August Payrolls Rewrite the Summer

July's reported decline was revised into a gain, August added 162,000, and oil jumped 8 percent as the conflict widened. Here is how the seven markets moved and why.

Sam Mo
Sam Mo

Eco knowledege

GBP/USD: What Drives the Pound and How Macro Events Move It

Sep 3, 2026

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5 min read

GBP/USD: What Drives the Pound and How Macro Events Move It

The Fed and the Bank of England are sitting on nearly the same rate. Which makes right now the clearest possible view of what actually moves cable.

Sam Mo
Sam Mo

Weekly Market Letter

Warsh Reopens the Rate Hike Debate at Jackson Hole

Aug 30, 2026

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6 min read

Warsh Reopens the Rate Hike Debate at Jackson Hole

September hike odds jumped roughly 20 points in a single session after the Fed Chair said inflation's underlying trend has not meaningfully improved. Here is how the seven markets moved and why.

Sam Mo
Sam Mo

Weekly Market Letter

Why Gold Falls When Interest Rates Rise: The Real Yields Explanation

Aug 27, 2026

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5 min read

Why Gold Falls When Interest Rates Rise: The Real Yields Explanation

Rates went from 4% to 13% in the 1970s and gold rose twenty-fold. The rule is not wrong, it just points at the wrong number.

Sam Mo
Sam Mo

Weekly Market Letter

Yields Rose and the Dollar Fell: Why That Combination Matters

Aug 23, 2026

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6 min read

Yields Rose and the Dollar Fell: Why That Combination Matters

Treasury yields climbed toward long-term highs while the dollar hit a three-month low, and a doubled buyback program held for barely a day. Here is how the seven markets moved and why.

Sam Mo
Sam Mo

Eco knowledege

What Is PMI and Why Do Traders Watch It?

Aug 20, 2026

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5 min read

What Is PMI and Why Do Traders Watch It?

It arrives before payrolls, before CPI, before anything else. And the headline number is the least useful part of the report.

Sam Mo
Sam Mo

Weekly Market Letter

Inflation Cooled, But the Consumer Blinked

Aug 16, 2026

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6 min read

Inflation Cooled, But the Consumer Blinked

July CPI came in soft and the S&P cleared 7,800, then retail sales fell 0.6 percent and sentiment slid. Here is how the seven markets moved and why.

Sam Mo
Sam Mo

Eco knowledege

Core Inflation vs Headline Inflation: What Traders Need to Know

Aug 13, 2026

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5 min read

Core Inflation vs Headline Inflation: What Traders Need to Know

Yesterday's report gave you 3.4% and 2.5%. Same economy, same day, almost a full point apart. Here is why they differ and which one actually moves markets.

Sam Mo
Sam Mo

Weekly Market Letter

Jobs Fell, Stocks Hit Records: The Week the Hike Case Collapsed

Aug 9, 2026

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6 min read

Jobs Fell, Stocks Hit Records: The Week the Hike Case Collapsed

July payrolls dropped 23,000 and the S&P closed at a record the same day, while a Hormuz breakthrough sent oil down 9 percent. Here is how the seven markets moved and why.

Sam Mo
Sam Mo

Eco knowledege

How the Fed Affects the Stock Market: The Transmission Mechanism

Aug 6, 2026

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6 min read

How the Fed Affects the Stock Market: The Transmission Mechanism

The Fed changed nothing on July 29. The Dow still fell 1,100 points. Here are the five channels through which Fed policy actually reaches share prices.

Sam Mo
Sam Mo

Weekly Market Letter

A Divided Fed Holds as Three Officials Vote to Hike

Aug 2, 2026

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6 min read

A Divided Fed Holds as Three Officials Vote to Hike

The FOMC held rates 9 to 3 with no forward guidance, Japan intervened to defend the yen, and oil closed July up 20 percent. Here is how the seven markets moved and why.

Sam Mo
Sam Mo

Eco knowledege

What Moves Gold Prices? A Complete Macro Breakdown

Jul 31, 2026

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7 min read

What Moves Gold Prices? A Complete Macro Breakdown

Gold hit a record in January, then fell 28%. Central banks kept buying the whole way down. Here is every major driver of the gold price and how they interact.

Sam Mo
Sam Mo

FOMC Report

FOMC July 2026 report

Jul 29, 2026

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8 min read

FOMC July 2026 report

The Fed held at 3.50 to 3.75 percent for a fifth straight meeting, but three officials voted to raise rates, the first formal votes to tighten this cycle. Inflation actually cooled last month and the Committee got more hawkish anyway. Here is what the 9 to 3 split, the reignited oil shock, and the cross-market reaction mean for traders heading into September.

Sam Mo
Sam Mo

Weekly Market Letter

Oil Opens a Second Front as Yields Hit a 2025 High

Jul 26, 2026

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6 min read

Oil Opens a Second Front as Yields Hit a 2025 High

Red Sea tanker attacks pushed Brent above $100 and sent the 10-year to its highest since January 2025, all two days before the Fed decides. Here is how the seven markets moved and why.

Sam Mo
Sam Mo

Weekly Market Letter

A Cooler CPI, a Chip Rout, and Oil Back Above $80

Jul 19, 2026

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6 min read

A Cooler CPI, a Chip Rout, and Oil Back Above $80

June inflation posted its first monthly drop in six years, but a semiconductor selloff and a fresh oil spike on the Iran escalation drove markets lower. Here is how the seven markets moved and why.

Sam Mo
Sam Mo

Weekly Market Letter

Oil Surges, the Fed Sounds Hawkish, and Gold Slips

Jul 12, 2026

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6 min read

Oil Surges, the Fed Sounds Hawkish, and Gold Slips

Renewed US and Iran strikes sent crude up around 4 percent, hawkish Fed minutes lifted yields, and September rate-hike odds climbed back toward 60 percent. Here is how the seven markets moved and why.

Sam Mo
Sam Mo

Eco knowledege

Swing Trading With Macro Analysis: A Practical Guide

Jul 9, 2026

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4 min read

Swing Trading With Macro Analysis: A Practical Guide

A weak jobs report, then a geopolitical reversal, whipsawed markets for two weeks. To a day trader, that's chaos. To a macro swing trader, it's a map. Here's how to read it.

Sam Mo
Sam Mo

Weekly Market Letter

Weak Jobs, Softer Dollar: The Week Markets Rethought the Fed

Jul 5, 2026

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6 min read

Weak Jobs, Softer Dollar: The Week Markets Rethought the Fed

June payrolls missed badly, the dollar posted its worst week since April, and gold snapped a four-week losing streak. Here is how the seven markets moved and why.

Sam Mo
Sam Mo

Eco knowledege

What Is the Yield Curve and Why Traders Watch It

Jul 2, 2026

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4 min read

What Is the Yield Curve and Why Traders Watch It

It's predicted every US recession for 50 years. Most retail traders ignore it. Here's what the yield curve actually is, why its shape matters, and how to read the current one.

Sam Mo
Sam Mo
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Fed’n Markets Newsletter

Understanding Markets Through Fed Policy & Price Behavior

© 2026 FedAndMarkets Newsletter.
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