October hike
Views were mixed on whether the October hike remained viable. Robin Brooks said the latest CPI reading put an October hike back on the table and argued that not hiking would mean debasement wins 2, while Daniel Lacalle framed the prospective hike as unwanted despite describing headline inflation as hot and core inflation as tame 3. Mohamed El-Erian reported that markets had instead interpreted Jerome Warsh’s IMF remarks as dovish, with the implied probability of an October hike below 20% 1.
Where the voices land
Nobody took a position this week.
Mentions
3 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
- Robin Brooks 1 mention
- Daniel Lacalle 1 mention
- Mohamed El-Erian 1 mention
See what your own voices say about October hike, every morning.
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