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Access/Macro

The economy is unpredictable. Your strategy doesn't have to be.

Newsletter · By Tim Mahedy · English · Official site

Indexed issues, last 90 days
11
Latest publication
Sep 16, 2026
Audience
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Earliest in this view
Jul 7, 2026

Latest issues

  1. Issue · Sep 16, 2026

    Sept. '26 FOMC: Mayday! Dot Plot down...a submission (opens the original)

    Excerpt · Positive tone

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    Thank you to everyone who tuned into my live video! Join me for my next live video in the app.Get more from Tim Mahedy in the Substack appAvailable for iOS and Android<a

  2. Issue · Sep 16, 2026

    I Have a Confession to Make. I Don’t Think the Fed Will Raise Rates Today. (opens the original)

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    There are times to be bold. And there are times to exercise caution. When it comes to interest rate predictions, I’ve never found much use for the latter. Today, at 2 pm Eastern, we’ll get the most anticipated rate decision in years, if not a decade. Inflation has run hotter than the Fed’s target for more than five years, and the war pushed it even higher in 2026. Every single policy and development points to potentially more inflation, maybe a lot more, in the days and weeks ahead. To many, alt

  3. Issue · Sep 15, 2026

    2026’s Unexpected Labor Market Recovery (opens the original)

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    One of the most honest and valuable things you can do as an economic commentator is holding yourself accountable for your predictions. For instance, I predicted that the unemployment rate would rise by about 0.3 percentage points in 2026, from 4.38% in December 2025 to 4.64% in December 2026. On this track, the unemployment would pass through 4.55% in the hypothetical August 2026 employment report.Eight months after that prediction was made, we can safely say that I was very wrong and far too pe

  4. Issue · Sep 10, 2026

    Livestream Event: Sept. ‘26 FOMC: Mayday! Dot Plot down...a submission? (opens the original)

    Excerpt · Neutral tone

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    Join us for the second official Access/Macro livestream, where Guy and Tim will talk over each other as they share their views on what the September FOMC means for the distressing communication signals coming out of the FOMC.Join Us - Event LinkWas the Jackson Hole speech a reset and a sign that the newly minted confident Fed chair is coming around to pre-existing FOMC positions? Or was it CYA and damage control that doesn’t mean much in the grand plans of Mr. Wars

  5. Issue · Aug 28, 2026

    Warsh at Jackson Hole: Wait, What Did He Say? (opens the original)

    Excerpt · Positive tone

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    Thank you to everyone who tuned into my live video! Join me for my next live video in the app.Get more from Tim Mahedy in the Substack appAvailable for iOS and Android<a

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