Scored 209 articles from 86 feeds; 15 included in digest.
Run ID: run-1788550612758
Generated: September 04, 2026 at 03:51 PM ET
Summaries: claude-sonnet-4-6; enrichment 15/15 succeeded
| Source | Type | Included | Scored | 28d Digest Rate | 28d Avg Score | 28d Hotlist Hit | 7d Article Age | 28d Confidence |
|---|---|---|---|---|---|---|---|---|
| Bloomberg Markets | news | 3 | 18 | 17% | 0.29 | 0% | 2.5h | Stable |
| MyFT | news | 3 | 12 | 21% | 0.26 | 1% | 3.9h | Stable |
| NYT Economy | news | 3 | 5 | Collecting data | Collecting data | Collecting data | 2.9h | Collecting |
| WSJ Social Economy | news | 3 | 5 | 58% | 0.46 | 0% | 6.3h | Stable |
| FT Alphaville | news | 1 | 3 | ~13% | ~0.23 | ~0% | 4.4h | Low sample |
| FRB All working papers | policy_release | 1 | 1 | Collecting data | Collecting data | Collecting data | 4.3h | Collecting |
| Net Interest (Marc Rubinstein) | commentary | 1 | 1 | Collecting data | Collecting data | Collecting data | 4.8h | Collecting |
| Hacker News | commentary | 0 | 25 | 2% | 0.05 | 0% | 8.1h | Stable |
| Guardian | news | 0 | 24 | 4% | 0.06 | 0% | 8.9h | Stable |
| NYT front page | news | 0 | 20 | 6% | 0.09 | 0% | 5.4h | Stable |
| WSJ US Business | news | 0 | 18 | 7% | 0.12 | 0% | 8.6h | Stable |
| Tom’s Hardware | news | 0 | 16 | 2% | 0.07 | 1% | 5.3h | Stable |
| The Atlantic | news | 0 | 11 | 3% | 0.07 | 0% | 8.4h | Stable |
| Ars Technical All News | news | 0 | 10 | 3% | 0.08 | 2% | 10.1h | Stable |
| WSJ Tech | news | 0 | 9 | 6% | 0.10 | 0% | 7.9h | Stable |
| Futurism | news | 0 | 7 | 5% | 0.08 | 0% | 7.5h | Stable |
| Seeking Alpha News | commentary | 0 | 7 | 17% | 0.14 | 0% | 0.9h | Stable |
| Economist: Business | news | 0 | 2 | Collecting data | Collecting data | Collecting data | 9.7h | Collecting |
| El Reg Offbeat | news | 0 | 2 | Collecting data | Collecting data | Collecting data | 10.8h | Collecting |
| a16z | other | 0 | 2 | Collecting data | Collecting data | Collecting data | 5.5h | Collecting |
| Ars Technica All Features | news | 0 | 1 | Collecting data | Collecting data | Collecting data | 9.4h | Collecting |
| Cassandra Unchained by Michael J Bury | commentary | 0 | 1 | Collecting data | Collecting data | Collecting data | 4.6h | Collecting |
| Dan Davies Substack | official_speech | 0 | 1 | Collecting data | Collecting data | Collecting data | 6.4h | Collecting |
| Daring Fireball | commentary | 0 | 1 | ~4% | ~0.06 | ~0% | 4.8h | Low sample |
| Economist: Finance & Economics | news | 0 | 1 | Collecting data | Collecting data | Collecting data | 11.4h | Collecting |
| Economist: Sci & Tech | news | 0 | 1 | Collecting data | Collecting data | Collecting data | 6.8h | Collecting |
| FDIC | policy_release | 0 | 1 | Collecting data | Collecting data | Collecting data | 8.5h | Collecting |
| FRB Press Releases | policy_release | 0 | 1 | Collecting data | Collecting data | Collecting data | No recent data | Collecting |
| MIT Research General | research | 0 | 1 | Collecting data | Collecting data | Collecting data | 4.2h | Collecting |
| Next Event Horizon Substack | news | 0 | 1 | Collecting data | Collecting data | Collecting data | 8.8h | Collecting |
| Secure List | news | 0 | 1 | Collecting data | Collecting data | Collecting data | 5.4h | Collecting |
Source: Bloomberg Markets
Type: news
Included: 3
Scored: 18
28d Digest Rate: 17%
28d Avg Score: 0.29
28d Hotlist Hit: 0%
7d Article Age: 2.5h
28d Confidence: Stable
Source: MyFT
Type: news
Included: 3
Scored: 12
28d Digest Rate: 21%
28d Avg Score: 0.26
28d Hotlist Hit: 1%
7d Article Age: 3.9h
28d Confidence: Stable
Source: NYT Economy
Type: news
Included: 3
Scored: 5
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 2.9h
28d Confidence: Collecting
Source: WSJ Social Economy
Type: news
Included: 3
Scored: 5
28d Digest Rate: 58%
28d Avg Score: 0.46
28d Hotlist Hit: 0%
7d Article Age: 6.3h
28d Confidence: Stable
Source: FT Alphaville
Type: news
Included: 1
Scored: 3
28d Digest Rate: ~13%
28d Avg Score: ~0.23
28d Hotlist Hit: ~0%
7d Article Age: 4.4h
28d Confidence: Low sample
Source: FRB All working papers
Type: policy_release
Included: 1
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 4.3h
28d Confidence: Collecting
Source: Net Interest (Marc Rubinstein)
Type: commentary
Included: 1
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 4.8h
28d Confidence: Collecting
Source: Hacker News
Type: commentary
Included: 0
Scored: 25
28d Digest Rate: 2%
28d Avg Score: 0.05
28d Hotlist Hit: 0%
7d Article Age: 8.1h
28d Confidence: Stable
Source: Guardian
Type: news
Included: 0
Scored: 24
28d Digest Rate: 4%
28d Avg Score: 0.06
28d Hotlist Hit: 0%
7d Article Age: 8.9h
28d Confidence: Stable
Source: NYT front page
Type: news
Included: 0
Scored: 20
28d Digest Rate: 6%
28d Avg Score: 0.09
28d Hotlist Hit: 0%
7d Article Age: 5.4h
28d Confidence: Stable
Source: WSJ US Business
Type: news
Included: 0
Scored: 18
28d Digest Rate: 7%
28d Avg Score: 0.12
28d Hotlist Hit: 0%
7d Article Age: 8.6h
28d Confidence: Stable
Source: Tom’s Hardware
Type: news
Included: 0
Scored: 16
28d Digest Rate: 2%
28d Avg Score: 0.07
28d Hotlist Hit: 1%
7d Article Age: 5.3h
28d Confidence: Stable
Source: The Atlantic
Type: news
Included: 0
Scored: 11
28d Digest Rate: 3%
28d Avg Score: 0.07
28d Hotlist Hit: 0%
7d Article Age: 8.4h
28d Confidence: Stable
Source: Ars Technical All News
Type: news
Included: 0
Scored: 10
28d Digest Rate: 3%
28d Avg Score: 0.08
28d Hotlist Hit: 2%
7d Article Age: 10.1h
28d Confidence: Stable
Source: WSJ Tech
Type: news
Included: 0
Scored: 9
28d Digest Rate: 6%
28d Avg Score: 0.10
28d Hotlist Hit: 0%
7d Article Age: 7.9h
28d Confidence: Stable
Source: Futurism
Type: news
Included: 0
Scored: 7
28d Digest Rate: 5%
28d Avg Score: 0.08
28d Hotlist Hit: 0%
7d Article Age: 7.5h
28d Confidence: Stable
Source: Seeking Alpha News
Type: commentary
Included: 0
Scored: 7
28d Digest Rate: 17%
28d Avg Score: 0.14
28d Hotlist Hit: 0%
7d Article Age: 0.9h
28d Confidence: Stable
Source: Economist: Business
Type: news
Included: 0
Scored: 2
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 9.7h
28d Confidence: Collecting
Source: El Reg Offbeat
Type: news
Included: 0
Scored: 2
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 10.8h
28d Confidence: Collecting
Source: a16z
Type: other
Included: 0
Scored: 2
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 5.5h
28d Confidence: Collecting
Source: Ars Technica All Features
Type: news
Included: 0
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 9.4h
28d Confidence: Collecting
Source: Cassandra Unchained by Michael J Bury
Type: commentary
Included: 0
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 4.6h
28d Confidence: Collecting
Source: Dan Davies Substack
Type: official_speech
Included: 0
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 6.4h
28d Confidence: Collecting
Source: Daring Fireball
Type: commentary
Included: 0
Scored: 1
28d Digest Rate: ~4%
28d Avg Score: ~0.06
28d Hotlist Hit: ~0%
7d Article Age: 4.8h
28d Confidence: Low sample
Source: Economist: Finance & Economics
Type: news
Included: 0
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 11.4h
28d Confidence: Collecting
Source: Economist: Sci & Tech
Type: news
Included: 0
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 6.8h
28d Confidence: Collecting
Source: FDIC
Type: policy_release
Included: 0
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 8.5h
28d Confidence: Collecting
Source: FRB Press Releases
Type: policy_release
Included: 0
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: No recent data
28d Confidence: Collecting
Source: MIT Research General
Type: research
Included: 0
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 4.2h
28d Confidence: Collecting
Source: Next Event Horizon Substack
Type: news
Included: 0
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 8.8h
28d Confidence: Collecting
Source: Secure List
Type: news
Included: 0
Scored: 1
28d Digest Rate: Collecting data
28d Avg Score: Collecting data
28d Hotlist Hit: Collecting data
7d Article Age: 5.4h
28d Confidence: Collecting
Bank of England Governor Andrew Bailey has warned that populist political pressures pose a serious threat to central bank independence. Bailey specifically highlighted claims by some political leaders that rate-setters constitute 'an unrepresentative elite' as presenting a 'serious challenge' to central banks.
Keywords: central bank independence, Bank of England, Andrew Bailey, monetary policy credibility, populism, financial institutions, central bank governance
President Trump threatened to halt trade between the United States and countries with which it runs a trade deficit if the Federal Reserve does not cut interest rates, according to the New York Times. The statement represents an attempt by the president to use trade policy as leverage over the central bank's monetary policy decisions.
Keywords: Federal Reserve, interest rate cuts, monetary policy, trade policy, financial conditions, macroeconomic policy
U.S. Treasury yields rose and bets on a Federal Reserve rate hike increased after August employment data came in significantly stronger than expected. The stronger-than-expected jobs figures lifted market expectations for a Fed rate hike at the September 16 meeting.
Keywords: Treasury yields, Federal Reserve, interest rate hike, monetary policy, employment data, financial markets, asset valuations, credit conditions
The article previews the upcoming week in foreign exchange and bond markets, noting that investor attention will be focused on U.S. inflation data as market participants assess whether the Federal Reserve may raise interest rates in the near term, potentially as soon as the current month. The European Central Bank is also expected to raise rates during the period covered.
Keywords: Federal Reserve, Interest rate hikes, U.S. inflation data, ECB, Monetary policy, Bond markets, FX markets, Financial conditions, Yield curves
An index tracking emerging-market currencies was on course for a tenth consecutive week of gains, marking the longest such winning streak since 2007. The run continued despite a strong U.S. jobs report that briefly unsettled global markets on Friday, according to Bloomberg Markets.
Keywords: Emerging market currencies, Currency index, Capital flows, Global markets, US jobs data, Market volatility, Risk appetite, Winning streak
The US economy added 162,000 jobs in August, surpassing forecasts according to this Financial Times report. The strong employment data caused expectations for a Federal Reserve interest rate increase in September to rise.
Keywords: Employment, Labor market, Federal Reserve, Monetary policy, Interest rates, Economic growth, Inflation expectations
Bond traders increased the probability they assign to a Federal Reserve interest-rate hike following a stronger-than-expected jobs report, according to Bloomberg Markets. The development capped a volatile week for Treasuries, with markets now awaiting upcoming inflation data that could further influence rate expectations.
Keywords: Bond traders, Federal Reserve, Interest-rate hike, Employment report, Treasury markets, Inflation, Monetary policy, Financial conditions
A strong US employment report has raised the probability of a Federal Reserve interest rate increase, according to this Financial Times article filed under Global Economy, Central Banks, and Federal Reserve coverage.
Keywords: US employment, Federal Reserve, monetary policy, interest rates, labor market, macroeconomic indicators, financial conditions
A Bank of England survey indicates easing price pressures, with businesses expecting the prices they charge to rise by 3.8% over the next 12 months, down slightly from the 3.9% increase anticipated in July.
Keywords: Bank of England, inflation expectations, price pressures, monetary policy, business survey, interest rates, macroeconomic indicators
A New York Times Economy report indicates that an upcoming or recent jobs report could have an impact on a bond market described as shaky. The article text provides no additional detail beyond this premise.
Keywords: jobs report, employment data, bond market, market volatility, macroeconomic indicators, fixed income, asset valuations, financial markets
US stocks declined on Friday after August jobs data showed stronger-than-expected employment growth, according to Bloomberg Markets. The S&P 500 was on pace to end the week roughly flat, with the stronger jobs report prompting increased market expectations that the Federal Reserve could raise interest rates.
Keywords: S&P 500, equity markets, employment data, Federal Reserve, interest rate expectations, monetary policy, asset valuations
U.S. employers added 162,000 jobs in the most recent reported month, while the unemployment rate held steady at 4.1 percent, according to the article. The New York Times characterizes these figures as signs of economic stability, while noting that high inflation continues to weigh on households and financial markets.
Keywords: employment, unemployment, job creation, economic stability, inflation, household finances
Marc Rubinstein's Net Interest column examines the strong recent performance of European equities, noting that European markets—including the Euro Stoxx 50—have outpaced the S&P 500 since the start of 2025 despite tariff shocks and an energy supply crisis. The piece draws on Goldman Sachs analysis to address what it frames as persistent myths about Europe: that it lacks growth, has low profitability, has a stagnant economy, is cheap only because it lacks growth, and that no one is investing in it. On each point, the article cites data such as 14% EPS growth in the first half of the year, improving return on equity, and record foreign inflows into European equities. The article then turns to the gap between institutional and retail participation. European household equity allocations stand at roughly 20% of wealth versus nearly 50% in the US, and direct stock ownership rates in Germany and Italy are around 7% compared with over 21% in the US. Rubinstein attributes this disparity to several factors: tax disincentives such as UK stamp duty on stock purchases, the availability of sports betting as an alternative outlet for speculative behavior, and the absence of payment for order flow—which underpinned commission-free trading in the US but has been banned in Europe. Sweden's tax-efficient ISK account and its associated high retail participation are cited as a counterexample. The article closes by describing Europe's fragmented equity market structure and the September 14 launch of a consolidated tape intended to provide near-real-time price data across trading venues to retail investors, noting that whether this will translate into easier market access remains an open question.
Keywords: Europe, economic outperformance, macroeconomic performance, consumer participation, financial markets, economic growth
This Federal Reserve International Finance Discussion Paper (IFDP), authored by Ryan Kim, Bin Ni, Hyunseung Oh, and Choongryul Yang, examines how exchange rate movements are transmitted through multinational firms, using matched data on Japanese multinational parent companies and their foreign affiliates. The study focuses on the sharp yen depreciation of 2021–22 and finds two main results: first, foreign affiliates with greater exchange-rate exposure expanded their activity, generated higher profits, and made larger payments to their Japanese parent companies; second, more exposed parent firms raised average wages and reallocated employment toward commercial functions such as sales and purchasing, with offsetting declines in other employment categories. The authors develop a multinational firm model in which scarce parent-side support inputs are allocated between domestic operations and foreign affiliates, and embed this mechanism in a two-country general-equilibrium model incorporating trade and multinational production. The model indicates that shifting foreign-market activity from exports to affiliate production reduces the domestic real GDP response to currency depreciation and redirects external adjustment away from trade and toward income earned abroad. The paper concludes that depreciation does not necessarily produce a large expansion in domestic production. The paper is classified under the keywords exchange rates, multinational firms, current account, and Japan, and carries DOI 10.17016/IFDP.2026.1446. The views expressed are those of the authors and do not represent official positions of the Federal Reserve Board.
Keywords: exchange rate transmission, multinational firms, yen depreciation, general equilibrium model, external adjustment, trade vs. affiliate production
The Financial Times Alphaville published an edition of its recurring 'Friday charts quiz' feature, with the installment titled 'Spreads Will Roll.' The article text available is limited to that title phrase, with no further detail accessible, likely due to the publication's paywall.
Keywords: spreads, bond markets, credit spreads, financial markets, charts, fixed income