rate hikes
The dominant market signal is a sharp repricing toward further US rate hikes: bond markets were described as pricing four additional 25bp increases by June 2027 11, although October hike odds had fallen to about 20% after softer inflation and payroll data 3. Views differ on whether aggressive tightening is necessary: David Rosenberg rejects the market’s inflation-driven hiking view 10, while Fawad Razaqzada and Michael Pento expect higher rates to weigh on equities and debt-fuelled investment 118. Outside the US, the RBI was said to be tightening with more hikes possible 4, while BOJ board member Ayano Sato supported gradual eventual increases but cited weak consumption as a reason for opposing the September hike 5.
From the window to Oct 8, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position this week.
Mentions
14 this weekStories 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 3 mentions
- Daniel Lacalle 3 mentions
- Josh Linville 3 mentions
- Gary Wagner 1 mention
- jim iuorio 1 mention
- Bloomberg 1 mention
- The Kobeissi Letter 1 mention
- Fiona Cincotta 1 mention
See what your own voices say about rate hikes, every morning.
Start a desk