Board of Governors of the Federal Reserve System
Discussion focused on whether the Federal Reserve would raise rates at the September meeting, with hotter-than-expected inflation, resilient employment and high energy prices pushing market-implied hike odds sharply higher 141516. Views diverged: some argued the data required a hike to preserve credibility and contain inflation 12, while others said energy-driven inflation did not justify tightening and that a hike would damage employment and investment 811. The Fed was also portrayed as facing an independence test under pressure from President Trump for lower borrowing costs 1924, while Treasury-market commentary questioned how readily it would intervene to stabilize long-end functioning 120.
Where the voices land
All voices 8 voices8 hawkish
Hawkish
- COConksHawkish The Fed cannot talk down the long end by hinting at the end of a hiking cycle, and intervention is unlikely without a major crisis. “the Fed Chair (especially the incumbent) can’t talk down the long end by hinting at the end of a hiking cycle” Open the post 🥷 A LARGER "TREASURY-FED BASIS" a rising long-… · 11 Sept
- LGLuke GromenHawkish The Fed hiking rates will crush its credibility and push it into a 1980s Brazil-style position. “Warsh will have put the Fed into a 1980s Brazil position, crushing his credibility by hiking rates” Open the post Rate hikes will increase inflation: Interest + … · 11 Sept
- FJFelix JauvinHawkish Fed odds have shifted to ~70% for a hike; he thinks it should be closer to 50-50 and expects a possible insurance/credibility hike. “we're down to about a 30% odds of a pause and about 70% odds of a hike” ▶ 20:05 The Bond Market Is Trapping The Fed | Weekly Rou… · 11 Sept
- DLDaniel LacalleHawkish Pricing rate hikes is premature and the Fed has no reason to hike rates. “Declaring victory over inflation, or pricing rate hikes, looks increasingly premature. The Fed has no reason to hike rates.” Open the post Today’s U.S. data undermine the “recession” narr… · 10 Sept
Strongly hawkish
- RBRobin BrooksStrongly hawkish Brooks expects the Fed to hike next week, saying the CPI number boxes it in. “boxes the Fed into a hike next week” Open the post This isn't a good CPI number and boxes the Fed i… · 11 Sept
- TKThe Kobeissi LetterStrongly hawkish The Fed is back to a higher-for-longer stance, with markets pricing a September hike rather than cuts. “the odds of a September interest rate hike surge to 79%” Open the post BREAKING: The odds of a September interest rate … · 11 Sept
- QTQuinn ThompsonStrongly hawkish It will be very difficult for the Fed not to hike over coming meetings; base case shifting toward a hike. “it's going to be very difficult for them to not hike i think over the coming meetings” ▶ 22:16 The Bond Market Is Trapping The Fed | Weekly Rou… · 11 Sept
- DPDario PerkinsStrongly hawkish Perkins argues the Fed should be priced for double-digit hikes, far more than the 5-6 hikes priced for New Zealand, the ECB and Canada. “If New Zealand, the ECB and CAN are going be hiking 5-6 times, the no of Fed hikes should be in double digits...” Open the post Tbh its the RELATIVE re-pricing in rate expectat… · 10 Sept
8 hawkish
Also asked
Policy 1 voice← against · for →1 against
Strongly against
- DLDaniel LacalleStrongly against Lacalle is against a Fed rate hike now, saying it goes against both mandates and would engineer a private sector recession. “A rate hike now goes against both.” Open the post The Fed has a dual mandate: Price stability and … · 11 Sept
Mentions
43 in September 2026Stories 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
- Walter Bloomberg 18 mentions
- The Kobeissi Letter 5 mentions
- Bloomberg 4 mentions
- Daniel Lacalle 4 mentions
- Ben Hunt 3 mentions
- Dario Perkins 2 mentions
- Geiger Capital 2 mentions
- Jack Farley 1 mention
See what your own voices say about Board of Governors of the Federal Reserve System, every morning.
Start a desk