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MIB Weekly: The Fed Hiked Into a Shock It Can’t Fix, the 10-Year Closed Above 5% and Diesel Hit a Record $6.45 as Banks and AI Borrowers Paid and Memory Makers Won, With a Second Hike in October Still Open

By RecessionALERT on September 19, 2026 in Reflections

MIB WEEKLY DIGEST Week of Sep 14–18, 2026 The Federal Reserve raised rates for the first time since 2023 and signalled more, sending the 2-year yield up 12.4 bps and the 10-year to its first closes above 5% before a Friday retreat to 4.998%. The Nasdaq 100 (+0.94%) was the only major index higher as an AI-safety essay lifted CrowdStrike 14.95% on the week while chip equipment crashed and then recovered most of the loss. Bank of America’s fee warning […]

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MIB Daily: The 2-Year Prices a Second Hike While Stocks Carry Zero Premium, Record $6.45 Diesel Is the Inflation the Fed Can’t Reach, and a 10-Year at 4.998% Hits Netflix as Chip Equipment Is Bought

By RecessionALERT on September 18, 2026 in Reflections

The 10-Year climbed back to 4.998% as the 2-Year jumped 6.4bps and Bank of America warned of a “2022 redux.” The Bank of Japan hiked to 1.25%, a 31-year high — and the yen weakened. WTI fell 2.35% to $99.52 while AAA’s national diesel average hit a record $6.4476. Warren Buffett stepped down as Berkshire chairman at 96. Bitcoin jumped 6.15% above $80,000; Netflix fell 4.67% on a Wells Fargo downgrade. August industrial production stalled as manufacturing output fell 0.3%.

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MIB Daily: A Rate Hike Un-Priced in One Session With No Official Able to Answer, the VIX Down 12.82%, Chips Bid Without News While CoreWeave Fell 4.16% Raising $3.0 Billion, and Three Central Banks Turn by Friday

By RecessionALERT on September 17, 2026 in Reflections

Markets un-priced Wednesday’s Fed hike in one session — VIX -12.82%, the 10-Year -6.7bps to 4.937%, S&P 500 +1.14%. Chip and AI-infrastructure names took all five top mega-cap gainer slots: Intel +7.62%, AMD +6.30%, Micron +5.50%. Jobless claims fell to 196K; housing missed across the board. The Bank of England held at 3.75% and paused gilt sales for six months. The SEC opened a five-year path for tokenized stocks. CoreWeave fell 4.16% raising $3bn; private rival Crusoe’s $3.9bn round was oversubscribed.

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