The Brutalist Report

• Two Fed officials say key to fixing US housing more about supply than financing [75d]
• Dollar Defies Trump Turmoil, Rising With Focus on the Fed’s Path [75d]
• Dollar Climbs as Fed Rate Cut Expectations Recede [75d]
• Stocks and Bonds Both Had Good Runs in 2025. Even With Fed Cuts, That’s Unlikely in 2026. [75d]
• Gold Steadies as Mixed US Data Dims Fed Rate-Cut Bets This Month [75d]
• Atlanta Fed Nearly Doubles Q4 Growth Estimate To 5.4% After Strong Data [75d]
• Fed Keeps Close Eye on Labor Market as It Assesses Further Cuts [75d]
• Wall Street has written off a Fed cut this month as it awaits 2 market-moving events today [75d]
• Nonfarm Payrolls Set to Grow Moderately in December as Markets Assess Fed Rate Cut Bets [75d]
• Fed split deepens as Miran calls for 1.5-point rate cut [75d]