VARENTIS RESEARCH

Macro Research

Macroeconomic assessments covering inflation, employment, interest rates and monetary policy developments shaping global markets.

Coverage

Global Macro

Research Type

Macro Assessment

Framework

Macro Conditions

INFLATION

U.S. Inflation Assessment

26 September 2026

Macro Assessment

U.S. inflation remains above the Federal Reserve's longer-run objective, keeping price pressures relevant to the monetary policy outlook.

Key Signals

Headline CPI remains elevated

Core inflation remains above the 2% objective

Inflation remains policy-sensitive

EMPLOYMENT

U.S. Labor Market Assessment

26 September 2026

Macro Assessment

Recent labor market data indicate continued employment expansion, while wage growth remains an important variable for assessing underlying economic pressure.

Key Signals

Payroll growth remains positive

Wage growth remains relevant to inflation

Labor conditions remain resilient

MONETARY POLICY

Rates & Monetary Policy Assessment

26 September 2026

Macro Assessment

Interest-rate conditions remain central to the macro environment as markets assess the interaction between inflation, employment and monetary policy.

Key Signals

Treasury yields remain elevated

Policy expectations remain data-dependent

Rates continue to influence cross-asset positioning