Fed hike
Discussion shifted from uncertainty to a September hike becoming the base case as inflation, oil prices and employment data increased perceived pressure on the Fed 1822. The Fed subsequently raised rates by 25bp, with several commentators expecting another increase, particularly in December 6713. By month-end, softer core PCE reversed some of that pricing: Kalshi put the chance of no October hike at 65%, while Goldman moved its next-hike forecast to December and acknowledged a meaningful possibility of no further increases 12.
Where the voices land
Nobody took a position in september 2026.
Mentions
22 in September 2026Stories it travels in
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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 8 mentions
- David Lin 4 mentions
- Arthur Hayes 1 mention
- Max Wiethe 1 mention
- Jack Farley 1 mention
- Robin Brooks 1 mention
- Peter Berezin 1 mention
- Jordi Visser 1 mention
See what your own voices say about Fed hike, every morning.
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