rate hike
Across markets commentary, the dominant shift was that an October rate hike had been repriced sharply lower after softer PCE and a weaker payrolls print, aided by dovish-leaning Fed leadership remarks; odds for a hike fell from roughly two-thirds-to-three-quarters to around one-fifth-to-one-third, with swaps no longer pricing a full hike this year 479101415192123252627. Some guests argued higher energy and strong growth keep pressure for further hikes later (December and beyond), while others warned another hike now would be counterproductive or even “ridiculous,” with debates over whether hikes are effective or even stimulative in a K‑shaped economy 4811171824293134. There was also focus on how rising long-end yields tighten conditions regardless of near-term hikes and could themselves ‘break’ risk assets; yet a minority posited bonds may soon rally if policy overtightens or the economy weakens 278171834.
From the window to Oct 5, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
45 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 10 mentions
- StoneX 9 mentions
- David Lin 7 mentions
- Dan Nathan 3 mentions
- The Kobeissi Letter 3 mentions
- James Stanley 3 mentions
- Geiger Capital 2 mentions
- Cameron Dawson 2 mentions
See what your own voices say about rate hike, every morning.
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