Ground Signal Deep Dive: Markets & Economy — September 18, 2026
Got something to say to this podcast? Send a voicemail, and you might hear yourself on the next episode!
The Fed hiked 25bps to 3.75–4.00%. The dot plot 2027 median signals cuts ahead. Markets rally as the 10-year yield eases to 4.94%. Nikkei +1.38%. VIX at 15.1. Thailand 60-day visa exemption revoked as of Sep 15.
(00:00) - Ground State: Fed Hike + Dot Plot Signal 4
(01:49) - Equities: Post-FOMC Rotation, Lennar Q3
(04:36) - Fixed Income & Rates: 10Y at 4.94%, Oct FOMC Watch
(06:36) - Currencies & FX: Dollar Ceiling, EM Pairs
(08:18) - Crypto: BTC $78,128, Post-FOMC Risk-On
(09:36) -…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.