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Oliver Buchannon
Sam Mo

Eco knowledege

Why the Dollar Strengthens When Interest Rates Rise

Jun 25, 2026

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4 min read

Why the Dollar Strengthens When Interest Rates Rise

The Fed didn't raise rates last week. The dollar surged to a one-year high anyway. Here's the mechanism behind one of the most important relationships in macro markets.

Sam Mo
Sam Mo

Weekly Market Letter

The War Ends, the Hawk Arrives: Hormuz Reopens and Warsh Flips the Dot Plot

Jun 21, 2026

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7 min read

The War Ends, the Hawk Arrives: Hormuz Reopens and Warsh Flips the Dot Plot

The US-Iran peace deal sent oil crashing to $75, but Warsh used his first FOMC to flip the dot plot from a cut to a hike, while the Bank of Japan raised rates to a 31-year high

Sam Mo
Sam Mo

FOMC Report

FOMC June 2026 report

Jun 17, 2026

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7 min read

FOMC June 2026 report

Kevin Warsh's first meeting as Fed Chair held rates at 3.50 to 3.75 percent on a unanimous vote, but the story was everything around it. A rewritten statement, an easing bias deleted, and a dot plot that flipped from a projected cut to a projected hike. Here is what the hawkish shift, the cross-market reaction, and the fading energy story actually mean for traders.

Sam Mo
Sam Mo

Weekly Market Letter

A Whiplash Week: CPI at 4.2%, Airstrikes, and a Peace-Deal Rally

Jun 14, 2026

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7 min read

A Whiplash Week: CPI at 4.2%, Airstrikes, and a Peace-Deal Rally

Why the headline numbers all pointed one way and markets went the other, what the soft core inflation read means for the Fed, and how a possible Iran peace deal reset everything before Warsh's first FOMC

Sam Mo
Sam Mo

Eco knowledege

How to Read a Central Bank Statement as a Trader

Jun 11, 2026

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4 min read

How to Read a Central Bank Statement as a Trader

The ECB just hiked. The Fed meets next week with a fresh dot plot. Most traders read the headline. Here's how to read the actual statement — line by line — the way professionals do.

Sam Mo
Sam Mo

Weekly Market Letter

The NFP Shock That Ended the Streak

Jun 7, 2026

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7 min read

The NFP Shock That Ended the Streak

Why a +172K jobs beat broke the S&P 500's nine-week rally, what the semiconductor wreck on Friday tells us, and why "good news became bad news" in this regime

Sam Mo
Sam Mo

Eco knowledege

What Moves EUR/USD? The Macro Factors Behind the World's Most Traded Pair

Jun 3, 2026

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4 min read

What Moves EUR/USD? The Macro Factors Behind the World's Most Traded Pair

Most EUR/USD content is chart patterns and signals. This is the macro foundation , the four forces that actually move the pair, and why they have it stuck in a range right now.

Sam Mo
Sam Mo

Weekly Market Letter

Oil's Worst Week, Dow Above 51,000, and a Tentative Iran Ceasefire

May 31, 2026

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7 min read

Oil's Worst Week, Dow Above 51,000, and a Tentative Iran Ceasefire

Why falling oil drove everything this week, what the softer PCE print means for the Fed, and why broader equity participation is the most constructive sign of the year

Sam Mo
Sam Mo

Eco knowledege

Gold vs the Dollar: Understanding the Relationship That Drives Both

May 28, 2026

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4 min read

Gold vs the Dollar: Understanding the Relationship That Drives Both

Sam Mo
Sam Mo

Weekly Market Letter

Warsh's First Week, Hawkish Minutes, and a Dow Record Above 50,500

May 24, 2026

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7 min read

Warsh's First Week, Hawkish Minutes, and a Dow Record Above 50,500

Why falling oil and hawkish FOMC minutes pushed the Dow to a fresh record, what the Hormuz tolling dispute means for the next oil leg, and why Nvidia's beat barely moved the stock

Sam Mo
Sam Mo

Eco knowledege

How GDP Data Affects Forex and Stock Markets

May 21, 2026

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3 min read

How GDP Data Affects Forex and Stock Markets

US GDP just posted 2.0% growth — but the dollar rallied anyway. Here's why the headline number rarely tells you the full story, and what to actually look for inside the report.

Sam Mo
Sam Mo

Weekly Market Letter

CPI Shock, Warsh Sworn In, and a 45 Percent Hike Bet

May 17, 2026

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7 min read

CPI Shock, Warsh Sworn In, and a 45 Percent Hike Bet

Inflation hit a three-year high, a new Fed Chair took over Friday, oil rallied 9 percent, gold dropped 4 percent, and the 30-year yield broke above 5.1 for the first time since 2023

Sam Mo
Sam Mo

Eco knowledege

How to Prepare for the Trading Week: A Macro Checklist

May 14, 2026

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3 min read

How to Prepare for the Trading Week: A Macro Checklist

Most traders start the week by opening charts. That's step five. Here are the four things you should do first — and the whole process takes less than an hour.

Sam Mo
Sam Mo

Weekly Market Letter

Strong NFP, an Iran Peace Memo, and a Six-Week Equity Streak

May 10, 2026

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20 min read

Strong NFP, an Iran Peace Memo, and a Six-Week Equity Streak

Why the textbook playbook is not working in this regime, what the April jobs beat actually means for the Fed, and how oil moved 7 percent both ways on diplomatic headlines

Sam Mo
Sam Mo

Eco knowledege

Hawkish vs Dovish: What These Terms Actually Mean for Your Trades

May 7, 2026

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17 min read

Hawkish vs Dovish: What These Terms Actually Mean for Your Trades

The Fed just split 8-4 — the most divided since 1992. Three hawks. One dove. If those labels confuse you, this article will fix that permanently.

Sam Mo
Sam Mo

Weekly Market Letter

Powell's Last Stand: A Hawkish Hold, Stagflation Data, and a Yen Intervention

May 3, 2026

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21 min read

Powell's Last Stand: A Hawkish Hold, Stagflation Data, and a Yen Intervention

The most consequential week of the quarter delivered FOMC dissents, Q1 GDP at 2.0%, core PCE re-accelerating to 3.2%, BoJ intervention above $30B, and an Iran proposal that flipped oil

Sam Mo
Sam Mo

FOMC Report

FOMC April 2026 report

Apr 29, 2026

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20 min read

FOMC April 2026 report

A divided Fed holds at 3.50–3.75% in Powell's final meeting as Chair, four dissents (the most since 1992), an explicit nod to energy-driven inflation, and a fractured Committee that no longer reads the outlook with one voice. What the split, the language, and the cross-market reaction actually mean.

Sam Mo
Sam Mo

Weekly Market Letter

The Calm Before the FOMC: Oil, Records, and a Big Week Ahead

Apr 26, 2026

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19 min read

The Calm Before the FOMC: Oil, Records, and a Big Week Ahead

Why this week's quiet close hides four collisions arriving next week — Powell, Mag 7 earnings, Q1 GDP, and a Fed leadership transition

Sam Mo
Sam Mo

Eco knowledege

How Oil Prices Impact Forex: USDCAD and the Macro Connection

Apr 23, 2026

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14 min read

How Oil Prices Impact Forex: USDCAD and the Macro Connection

Oil and the Canadian dollar are supposed to move together. Right now they're not. Here's why — and what it tells traders about how the relationship actually works.

Sam Mo
Sam Mo

Weekly Market Letter

Hormuz Opens, Oil Crashes, Gold Surges: The Reversal Week

Apr 19, 2026

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13 min read

Hormuz Opens, Oil Crashes, Gold Surges: The Reversal Week

Iran declared the strait open. Oil crashed 10% in a day. Gold hit its fourth straight weekly gain. And the Fed meets in 10 days.

Sam Mo
Sam Mo

Eco knowledege

What Is the Dot Plot and Why Should Traders Care?

Apr 16, 2026

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1 min read

What Is the Dot Plot and Why Should Traders Care?

The Fed releases a chart of dots four times a year. Headlines reduce it to one number. Here's why the distribution matters more than the median — and how to read it the way the market reads it.

Sam Mo
Sam Mo

Weekly Market Letter

Ceasefire, Oil Crash, Hot CPI: The Week Markets Flipped

Apr 12, 2026

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1 min read

Ceasefire, Oil Crash, Hot CPI: The Week Markets Flipped

A Tuesday ceasefire collapsed the oil shock, but Friday's CPI hit a 4-year high. The headline-vs-core split is now the most important chart in macro.

Sam Mo
Sam Mo

Eco knowledege

How Geopolitical Risk Affects Oil Prices

Apr 9, 2026

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1 min read

How Geopolitical Risk Affects Oil Prices

Sam Mo
Sam Mo

Weekly Market Letter

Strong Jobs, $110 Oil, Gold Crushed: The Stagflation Week

Apr 5, 2026

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1 min read

Strong Jobs, $110 Oil, Gold Crushed: The Stagflation Week

March NFP came in hot, the Strait of Hormuz stayed closed, and gold finished its worst month since 2008. Here's the macro + price action breakdown for 7 markets.

Sam Mo
Sam Mo

Eco knowledege

PCE vs CPI: What Traders Actually Need to Know

Apr 2, 2026

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1 min read

PCE vs CPI: What Traders Actually Need to Know

Both measure inflation. Only one drives the Fed. Here's why the difference matters for Gold, Forex, and the markets you trade.

Sam Mo
Sam Mo
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Understanding Markets Through Fed Policy & Price Behavior

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