Robin Brooks

September 2026 · 653 items

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Voice · person

September 2026 · spoke in 653 items · 8 topics

Sep 1 → Oct 1, 05:30 ET · Last update Oct 9, 05:12 ET

September 2026Live view →

Sceptical

Robin Brooks focused heavily on the Federal Reserve’s hawkish shift, arguing that the change was poorly explained, that rate hikes alone do not establish credibility, and that markets were testing how far the Fed would go ⁴²⁴⁶⁵³. They also discussed rising government-bond yields and debt, arguing that the pre-COVID low-rate period was misleading and that higher rates create a debt problem ⁵². Other topics included gold, oil, Brazil’s election and the real, European bond-market fragmentation, Germany’s economic and political problems, and sanctions on Russia ⁸¹⁰¹²²⁰²⁶³¹⁶⁰.

On the record

last 30 days · 50 positions

Their calls

✓ 1✗ 0 1 settled in September 2026

✓ Called it Fed funds target range, upper bound higher by Sep 18 · Board of Governors of the Federal Reserve System “Brooks expects the Fed to hike next week, saying the CPI number boxes it in.” — their words, paraphrased · said Sep 11 · settled Sep 17 the post ↗ It did: Fed funds target range, upper bound 4.00% on Sep 17.
The chart

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

Iran -1.9 · 18 Federal Reserve System +0.4 · 17 oil -0.9 · 13 markets -0.4 · 9 Germany -1.6 · 8 dollar -0.4 · 7 Europe -1.4 · 7 European Central Bank -1.5 · 6

Latest positions

RBRobin BrooksDovish on Federal Reserve System Brooks argues the Fed should not hike in October given today's inflation data. “Today's inflation data suggest the Fed shouldn't hike in October” Open the post The global bond market sell-off casts its shadow… · 30 Sept
RBRobin BrooksStrongly against on European Central Bank Brooks condemns the ECB for acting as a fiscal bailout facility rather than a central bank. “The ECB has become a fiscal bailout facility because it thinks sovereign debt crises mean the Euro ends. Such nonsense...” Open the post Europe waits with bated breath for spreads to wi… · 30 Sept
RBRobin BrooksStrongly against on TPI Brooks dismisses the ECB's use of TPI to cap yields as nonsense. “Europe waits with bated breath for spreads to widen enough so the ECB can invoke "financial fragmentation" and use TPI to cap yields.” Open the post Europe waits with bated breath for spreads to wi… · 30 Sept
RBRobin BrooksSharply worsening on Iran Iran's economic isolation will increase exponentially and it is reaching the end of the road. “the economic isolation of Iran will increase exponentially going forward. Iran is reaching the end of the road.” Open the post The only major exporter to Iran that remains is … · 30 Sept
RBRobin BrooksSharply worsening on Iran Brooks expects the blockade and sanctions to devastate Iran's economy, worsening sharply from here. “The devastation to the economy will now get much worse quickly.” Open the post The blockade and US sanctions are nearing maximu… · 30 Sept
RBRobin BrooksDovish on Federal Reserve System Brooks pushed back on the idea of back-to-back hikes and thinks the Fed is trying to take October off the table. “I've pushed back on the idea there'll be back-to-back hikes and the Fed is now trying to take October off the table.” Open the post I've pushed back on the idea there'll be back-to… · 30 Sept
RBRobin BrooksStrongly dovish on Federal Reserve System Brooks says the Fed cannot validate the hikes markets price and an October hike is off the table, leaving the debasement trade in charge. Open the post There was no way the Fed could validate all the … · 30 Sept
RBRobin BrooksRisk rising sharply on Euro zone Brooks argues the Euro zone debt crisis never ended and high-debt Europe's yields are above the 2022 panic levels, so sovereign risk is rising. “The Euro zone debt crisis never really ended at all.” Open the post France's real 10-year yield is 2.8% versus the U… · 29 Sept
RBRobin BrooksRisk rising sharply on Europe Brooks says all of high-debt Europe now yields above the 2022 levels when the ECB intervened, implying renewed debt stress. “All of high-debt Europe now has yields above where they were in 2022 when the ECB hit the panic button” Open the post France's real 10-year yield is 2.8% versus the U… · 29 Sept
RBRobin BrooksSharply worsening on Iran Brooks argues Iran is nearing the end of the line, with its finances depleted and sanctions biting. “We're nearing the end of the line on Iran.” Open the post We're nearing the end of the line on Iran. The R… · 29 Sept
RBRobin BrooksStrongly for on US Brooks endorses the US blockade and sanctions campaign against Iran as effective. “The blockade and US sanctions are working...” Open the post We're nearing the end of the line on Iran. The R… · 29 Sept
RBRobin BrooksStrongly bearish on rial Brooks notes the rial fell sharply again, implying continued weakness. “The Rial had another big fall yesterday.” Open the post We're nearing the end of the line on Iran. The R… · 29 Sept

Their output

653 in September 2026

Mon 31Sun 13 · 39Thu 1

Stories it travels in

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