macro.buzz Sign in
DP

Dario Perkins

September 2026 · 132 items
i

About this page

Voice · person

September 2026 · spoke in 132 items · 8 topics

Sep 1 → Oct 1, 05:30 ET

September 2026Live view →

On the record

last 30 days · 20 positions

Their calls

✓ 2✗ 0 2 settled in September 2026

✓✓

  • ✓ Called it Fed funds target range, upper bound higher · Federal Reserve System “Perkins expects the Fed to hike rates, largely out of fear of the market's reaction to inaction.” — their words, paraphrased · said Sep 15 · settled Sep 17 the post ↗ It did: Fed funds target range, upper bound 4.00% on Sep 17.
    The chart
    Fed funds target range, upper bound: the call3.80%3.90%4%Sep 1Sep 15 · Sep 15 · up — Perkins expects the Fed to hike rates, largely out of fear of the market's reaction to inaction.
  • ✓ Called it Fed funds target range, upper bound higher · Federal Reserve System “Perkins argues a single 25bp hike would settle the Fed credibility and independence debate, implying a hawkish path.” — their words, paraphrased · said Sep 3 · settled Sep 17 the post ↗ It did: Fed funds target range, upper bound 4.00% on Sep 17.
    The chart
    Fed funds target range, upper bound: the call3.80%3.90%4%Aug 15Sep 1Sep 15 · Sep 3 · up — Perkins argues a single 25bp hike would settle the Fed credibility and independence debate, implying a hawkish path.

Read from their words, checked against market data, approved by a person. Misses show like hits.

Federal Reserve System +1.6 · 5bonds +0.3 · 3Bank of England -1.0 · 2Board of Governors of the Federal Reserve System +2.0 · 1Federal Open Market Committee +2.0 · 1central banks +1.0 · 1gilts +1.0 · 1jobs market +1.0 · 1

Latest positions

  • DPDario PerkinsAgainst on Bank of England Perkins argues the BoE is continuing QT for appearances' sake and dodging blame by pushing the problem onto the Treasury. Open the post Its not hard. The BoE likes QT because it makes … · 18 Sept
  • DPDario PerkinsBullish on bills Perkins expects a large increase in bill issuance by the Treasury. “fund it by issuing a tonne of bills” Open the post Its not hard. The BoE likes QT because it makes … · 18 Sept
  • DPDario PerkinsAgainst on HM Treasury Perkins expects the Treasury to take on the BoE's problem by issuing a large amount of bills, a move he frames as a dodge rather than a fix. “it has handed the problem to the Treasury, which will now presumably do a Bessent and fund it by issuing a tonne of bills” Open the post Its not hard. The BoE likes QT because it makes … · 18 Sept
  • DPDario PerkinsBullish on gilts Perkins expects people to buy gilts initially, though he suggests the rally will fade once they see QT was not the cause of rising yields. “People will get excited and buy gilts, until they realize that QT wasn't the reason yields were rising” Open the post Its not hard. The BoE likes QT because it makes … · 18 Sept
  • DPDario PerkinsStrongly hawkish on Federal Reserve System Perkins expects the Fed to hike on a quarterly path, with at least 50bps and likely more. Open the post My guess is that the Fed just started on a quart… · 16 Sept
  • DPDario PerkinsRising on jobs market Perkins expects the jobs market to rebound, which will determine how far the Fed hikes. “the terminal rate will be decided by how far the jobs market rebounds” Open the post My guess is that the Fed just started on a quart… · 16 Sept
  • DPDario PerkinsRisk rising on AI Perkins warns that the AI boom could be topped out by a hawkish central bank pivot, so the risk to the boom is rising. “central banks just have a really nasty habit of marking the top of an asset boom with a hawkish pivot” Open the post literally everyone I speak to says Fed hikes don… · 16 Sept
  • DPDario PerkinsHawkish on central banks Perkins expects central banks to pivot hawkish and mark the top of the asset boom. “central banks just have a really nasty habit of marking the top of an asset boom with a hawkish pivot” Open the post literally everyone I speak to says Fed hikes don… · 16 Sept
  • DPDario PerkinsStrongly hawkish on Federal Open Market Committee His FOMC colleagues have been turning increasingly hawkish all year. “his FOMC colleagues have been turning increasingly hawkish all year” Open the post How did Warsh get into this position where the m… · 16 Sept
  • DPDario PerkinsHawkish on Federal Reserve System Perkins expects the Fed to hike rates, largely out of fear of the market's reaction to inaction. “tbh thats probably why the Fed will hike - fear of the market response” Open the post The outcome that would surprise most people - no… · 15 Sept
  • DPDario PerkinsBullish on bonds Perkins says the surprising outcome would be no rate hike alongside a bond rally, contrary to the consensus view of a selloff. “The outcome that would surprise most people - no rate hike and a rally in bonds.” Open the post The outcome that would surprise most people - no… · 15 Sept
  • DPDario PerkinsBullish on bonds Perkins says the surprising outcome would be no rate cut alongside a bond rally, contrary to the consensus view that a failure to hike would trigger a selloff. “The outcome that would surprise most people - no rate cut and a rally in bonds.” Open the post The outcome that would surprise most people - no… · 15 Sept

Their output

132 in September 2026
Mon 31Tue 1 · 20Thu 1

Stories it travels in

i

The stories

  • ○ a voice, on the left
  • ◌ a voice raising half of these
  • ● a subject, on the right, under its story
  • ⌒ a line is a voice raising a subject — thicker, more items; colour is the story

The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.

Who brings it up

What they talk about

See what your own voices say about Dario Perkins, every morning.

Start a desk

Other months

‹ August 2026