rate hikes
Across the period, guests and hosts focused on whether further Fed tightening is back on the table. On MacroVoices, Erik Townsend noted that under new Fed chair Warsh the dot plot now leans more toward a future hike, after many expected aggressive cuts; Lyn Alden framed market moves as a repricing of hike odds given trailing inflation and a somewhat hawkish tone 2. On Brent Johnson’s show, Brent said half of the FOMC thinks there will be rate hikes, pushing back on earlier narratives of imminent cuts, and tied a stronger dollar and tightening liquidity to recent market moves 1. Luke Gromen, addressing a broader policy fork, contrasted paths that include rate hikes to deflate asset bubbles versus rate cuts to support Main Street, ultimately arguing the system tends toward printing rather than sustained hikes 3.
From the window to Jul 1, 05:30 ET — this window's take is still to be written.
Where the voices land
Nobody took a position in august 2026.
Mentions
8 in August 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
- Jack Farley 2 mentions
- GoldRepublic Global 1 mention
- Guy Adami 1 mention
- Jeff Keller 1 mention
- Max Wiethe 1 mention
- Dan Nathan 1 mention
- Lyn Alden 1 mention
- Joseph Wang 1 mention
See what your own voices say about rate hikes, every morning.
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