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Sep 29, 2026Fed Macro Market Recap SPY QQQ TLT

Fed holds, market shrugs: what the tape did after the statement

The Fed left rates unchanged and the statement barely moved. Stocks chopped for an hour, then drifted higher into the close while long bonds gave back the morning bid.

Sources:Fed statement, September meeting Wire recap of the press conference

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SPY daily chart with the September range and today's close near the top of it — Chart: TradingView

Sep 22, 2026Rates Macro Market Recap TLT JPM SPY

Yields push higher and the banks like it

The ten-year yield is back at its highest level since spring. Long bonds sold off, banks rallied, and the rate-sensitive corners of the market told the same story all day.

Sources:Treasury auction results Bank sector wrap

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TLT daily chart trending lower as yields rise, with the 20-day average sloping down

Sep 16, 2026Fed Rates Market Recap SPY TLT

Fed preview: three scenarios and how I'd trade each

The decision lands on the 29th. Here are the three outcomes I think are possible, what each would do to the tape, and the plan I've written down for each so I'm not deciding live.

Sources:Fed meeting calendar

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