Federal Reserve System
Discussion centred on whether the Federal Reserve will hold rates in the near term but hike again later, with market pricing described as volatile and increasingly influenced by long-term Treasury yields, fiscal concerns and AI-related borrowing. 1611 Views diverged sharply: American Century and Julius Baer saw room for fewer hikes or one final December hike, while Chris Whalen argued that structurally higher rates are replacing the post-2008 regime and that the Fed may eventually need to buy securities to support Treasuries. 23411
From the window to Oct 13, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 5 voices2 dovish1 on hold2 hawkish
Strongly dovish
- BIBen InkerStrongly dovish Expects the Fed has plenty of room to lower rates if the economy stalls into recession. ▶ 38:46 The AI Bubble Will Pop from Equity Supply Says T… · 14 Oct
Dovish
- DNDan NathanDovish Expects the Fed to deliver another 25 basis point cut, as the Fed funds futures market implies. “the fed funds futures the cme fed watch tool is telling you yes we are going to have another 25 basis point cut” ▶ 27:54 Shaking The Leaves Off The Money Tree | Invest… · 13 Oct
On hold
- MHMichael HowellOn hold Expects the Fed to go at half speed, with tightening scope significantly reduced rather than any aggressive moves. “our view is that the Fed is basically going to half speed here” ▶ 22:28 MICHAEL HOWELL | Always buy the dip in monetary … · 14 Oct
Strongly hawkish
- RBRobin BrooksStrongly hawkish Expects an October Fed hike is back on the table. “today's reading puts an October hike back on the table” Open the post Not a good CPI number. Last month it was wireles… · 14 Oct
- CDCameron DawsonStrongly hawkish Expects the Fed to hike further, having already hiked, shifting from dovish expectations to hawkish. ▶ 2:32 It's A New World Order For Markets | Cameron Daw… · 13 Oct
2 dovish1 on hold2 hawkish
Also asked
Policy 1 voice← against · for →1 for
For
- WRWolf RichterFor Says the Fed is on board with letting the economy run hot to inflate away the debt burden. “the Fed's still talking about 2% inflation target, but they're really on the bandwagon, too.” ▶ 5:40 When A.I. Spending Starts Slowing, Start Worryin… · 14 Oct
Mentions
62 this weekStories 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 27 mentions
- Bloomberg 10 mentions
- The Kobeissi Letter 4 mentions
- David Lin 4 mentions
- Max Wiethe 2 mentions
- Robin Brooks 2 mentions
- Cameron Dawson 2 mentions
- Ben Inker 2 mentions
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