Finocturne

Finance Journal

Economic news, market responses and monetary policy, explored through interactive data.

The Fed pauses rate hikes: what is changing in inflation pressures and policy decisions?
12 min read

The Fed pauses rate hikes: what is changing in inflation pressures and policy decisions?

From the October FOMC rate decision and disagreements among officials to AI investment and changes in future meeting arrangements, an examination of the Federal Reserve’s policy considerations.

AI investment, capital expenditures and free cash flow
6 min read

As AI Investment Expands, Can Technology Giants’ Cash Flows Keep Up?

Meta’s third-quarter earnings have brought the AI investment boom back into focus. Revenue growth does not necessarily mean a rising share price. As companies keep increasing capital expenditures and free cash flow weakens, what exactly worries investors?

With the U.S.–Japan Rate Gap Still Wide, Why Has the Yen Suddenly Strengthened? Recent USD/JPY Moves and Foreign Exchange Intervention
6 min read

With the U.S.–Japan Rate Gap Still Wide, Why Has the Yen Suddenly Strengthened? Recent USD/JPY Moves and Foreign Exchange Intervention

The interest rate gap between the United States and Japan remains substantial, yet the yen has recently rebounded. From coordinated U.S.–Japan intervention in July to global financial market volatility in October, what factors are driving the yen?

U.S. CPI and PPI both exceed expectations: renewed pressure on the Fed to raise rates?
5 min read

U.S. CPI and PPI both exceed expectations: renewed pressure on the Fed to raise rates?

September inflation heats up again, weighing on U.S. technology stocks as markets reassess Federal Reserve interest-rate policy. With the next FOMC meeting approaching, which key signals are investors watching?