#fed
fed
19.7M views
27,801 Discussing
Hot
Latest
Verified
$WLD
Fed Chair Kevin Warsh gave a proper hawkish Jackson Hole speech, sayin’ financial conditions are "hard pressed" to be called restrictive, innit?
That sent September rate hike odds jumpin' from 35% to 57.5% almost instantly, and yields spiked right back up again
Today, the Treasury tripled its buyback to $6 billion. Yields are now back above where they were before the first intervention, simple as
Japan’s already livin’ through this, mate, Its 2-year and 5-year yields just hit 31-year highs, and its 10-year and 20-year yields are at their highest since 1995, even though the government keeps stepped in time and again to try and control both its currency and bond market
Over in the US, the real pressure under the hood is heavy Treasury issuance, inflation that just won't cool off, and a Fed chair who keeps dropped hints about more hikes
Nothin' of that's changed. The buybacks are only gettin’ bigger: double, then "at least double," then triple—and yields just keep on climbin' regardless
$ETH
$BTC
#KevinWarshDisclosedCryptoInvestments #Fed #USGovernment
Fed Chair Kevin Warsh gave a proper hawkish Jackson Hole speech, sayin’ financial conditions are "hard pressed" to be called restrictive, innit?
That sent September rate hike odds jumpin' from 35% to 57.5% almost instantly, and yields spiked right back up again
Today, the Treasury tripled its buyback to $6 billion. Yields are now back above where they were before the first intervention, simple as
Japan’s already livin’ through this, mate, Its 2-year and 5-year yields just hit 31-year highs, and its 10-year and 20-year yields are at their highest since 1995, even though the government keeps stepped in time and again to try and control both its currency and bond market
Over in the US, the real pressure under the hood is heavy Treasury issuance, inflation that just won't cool off, and a Fed chair who keeps dropped hints about more hikes
Nothin' of that's changed. The buybacks are only gettin’ bigger: double, then "at least double," then triple—and yields just keep on climbin' regardless
$ETH
$BTC
#KevinWarshDisclosedCryptoInvestments #Fed #USGovernment
Verified
#usadpweeklyemploymentrises12000
More jobs in the U.S. = more pressure on the Fed. 🇺🇸📉
The latest ADP data just dropped, showing private employers are now adding about 12K jobs a week (a solid bump up from 10K). A strong labor market is fantastic news for the everyday economy, but it throws a major curveball at the markets.
Why it matters for your portfolio:
If the job market stays this resilient, the Fed has very little incentive to rush those interest rate cuts we've been waiting for. We are likely looking at a "higher-for-longer" rate environment, which traditionally acts like gravity on risk assets.
For the Crypto Crowd:
It’s a mixed bag right now. Broad economic strength is fundamentally a good thing, but tight money policies are generally bearish for crypto. Keep your eyes glued to BTC and your favorite altcoins over the next few days—things could get choppy! 🌊👀
How are you adjusting your trading strategy to handle a "higher-for-longer" interest rate environment?
#ADP #Fed #CryptoNews
$BTC $RAYSOL $CROSS
More jobs in the U.S. = more pressure on the Fed. 🇺🇸📉
The latest ADP data just dropped, showing private employers are now adding about 12K jobs a week (a solid bump up from 10K). A strong labor market is fantastic news for the everyday economy, but it throws a major curveball at the markets.
Why it matters for your portfolio:
If the job market stays this resilient, the Fed has very little incentive to rush those interest rate cuts we've been waiting for. We are likely looking at a "higher-for-longer" rate environment, which traditionally acts like gravity on risk assets.
For the Crypto Crowd:
It’s a mixed bag right now. Broad economic strength is fundamentally a good thing, but tight money policies are generally bearish for crypto. Keep your eyes glued to BTC and your favorite altcoins over the next few days—things could get choppy! 🌊👀
How are you adjusting your trading strategy to handle a "higher-for-longer" interest rate environment?
#ADP #Fed #CryptoNews
$BTC $RAYSOL $CROSS
Tomorrow and Friday are critical days this week! 🚨
Key data points that will impact the crypto market are coming up. In particular, inflation data will shape the Fed’s decision on September 16.
📅 Tomorrow – September 10 (Thursday)
U.S. August PPI (Producer Price Index)
Weekly jobless claims
ECB interest rate decision**
MultiversX (EGLD) Supernova mainnet activation
📅 Friday – September 11
U.S. August CPI (Consumer Price Index) → The most critical data point!
Oracle earnings announcement
APT unlock events
The market is currently pricing in a roughly 60% probability of a rate hike.
If the data comes in hot, pressure could increase; if it comes in cold, we might see some relief.
Volatility could be high—don’t forget risk management.
Stay tuned 👀
#Crypto #BTC走势分析 #cpi #PPI #Fed
Key data points that will impact the crypto market are coming up. In particular, inflation data will shape the Fed’s decision on September 16.
📅 Tomorrow – September 10 (Thursday)
U.S. August PPI (Producer Price Index)
Weekly jobless claims
ECB interest rate decision**
MultiversX (EGLD) Supernova mainnet activation
📅 Friday – September 11
U.S. August CPI (Consumer Price Index) → The most critical data point!
Oracle earnings announcement
APT unlock events
The market is currently pricing in a roughly 60% probability of a rate hike.
If the data comes in hot, pressure could increase; if it comes in cold, we might see some relief.
Volatility could be high—don’t forget risk management.
Stay tuned 👀
#Crypto #BTC走势分析 #cpi #PPI #Fed
⚠️ BTC MACRO WATCH: CPI + FED
Crypto traders need to keep their eyes on the macro picture right now.
Bitcoin has pulled back toward $78K after recently reaching around $82K, while markets are becoming more cautious ahead of the September Fed meeting.
🔥 Why this matters:
🇺🇸 US Inflation Data
Upcoming CPI data could influence expectations for the Fed.
🏦 Fed Decision
The September 15–16 meeting is becoming a major volatility event, with markets pricing in roughly a 58% chance of a hike according to recent CME FedWatch data.
🛢️ Oil Prices
Higher oil prices are adding another layer of inflation concern.
📉 My approach:
Don't over-leverage.
Don't chase sudden pumps.
Wait for confirmation.
$BTC $TESL.ETF $GOLD.US
The next big BTC move could be driven by macro — are you prepared? 👀
#BTC #Bitcoin #CryptoMarket #binancesquareearning #Fed
Crypto traders need to keep their eyes on the macro picture right now.
Bitcoin has pulled back toward $78K after recently reaching around $82K, while markets are becoming more cautious ahead of the September Fed meeting.
🔥 Why this matters:
🇺🇸 US Inflation Data
Upcoming CPI data could influence expectations for the Fed.
🏦 Fed Decision
The September 15–16 meeting is becoming a major volatility event, with markets pricing in roughly a 58% chance of a hike according to recent CME FedWatch data.
🛢️ Oil Prices
Higher oil prices are adding another layer of inflation concern.
📉 My approach:
Don't over-leverage.
Don't chase sudden pumps.
Wait for confirmation.
$BTC $TESL.ETF $GOLD.US
The next big BTC move could be driven by macro — are you prepared? 👀
#BTC #Bitcoin #CryptoMarket #binancesquareearning #Fed
#usadpweeklyemploymentrises12000
🚨 US JOB MARKET SHOWS MORE STRENGTH! 🇺🇸📈
NEW: US ADP weekly employment rises by 12,000, pointing to continued strength in the labor market.
👷 More jobs
📊 Stronger employment
🏦 More pressure on Fed rate-cut expectations
A stronger labor market can keep the Fed cautious on cutting rates, which could have a major impact on stocks, bonds, and crypto.
The US jobs data is sending another signal traders can't ignore. 👀🔥
#USjobs #Fed #crypto
🚨 US JOB MARKET SHOWS MORE STRENGTH! 🇺🇸📈
NEW: US ADP weekly employment rises by 12,000, pointing to continued strength in the labor market.
👷 More jobs
📊 Stronger employment
🏦 More pressure on Fed rate-cut expectations
A stronger labor market can keep the Fed cautious on cutting rates, which could have a major impact on stocks, bonds, and crypto.
The US jobs data is sending another signal traders can't ignore. 👀🔥
#USjobs #Fed #crypto
🚨 US TREASURY YIELDS JUST SENT A WARNING! 🇺🇸📈
BREAKING: The US 2-Year Treasury yield hits 4.419% and the 5-Year reaches 4.590% — both at their highest levels in about 20 months.
Why is this happening? 👀
🔥 A strong August jobs report is reducing hopes for a near-term Fed rate cut.
🛢️ Rising oil prices linked to the Iran conflict are bringing inflation fears back into focus.
🏦 At the same time, the Treasury is expanding its long-term bond buyback program, but short- and medium-term yields are still climbing.
This matters for crypto because higher Treasury yields can make traditional fixed-income assets more attractive and put pressure on risk assets like Bitcoin and altcoins.
⚠️ Higher yields + inflation fears + fewer rate-cut expectations = a market traders need to watch closely.
The next Fed move could be HUGE for BTC. 👀🔥
#bitcoin #Fed #crypto
$BTC
BREAKING: The US 2-Year Treasury yield hits 4.419% and the 5-Year reaches 4.590% — both at their highest levels in about 20 months.
Why is this happening? 👀
🔥 A strong August jobs report is reducing hopes for a near-term Fed rate cut.
🛢️ Rising oil prices linked to the Iran conflict are bringing inflation fears back into focus.
🏦 At the same time, the Treasury is expanding its long-term bond buyback program, but short- and medium-term yields are still climbing.
This matters for crypto because higher Treasury yields can make traditional fixed-income assets more attractive and put pressure on risk assets like Bitcoin and altcoins.
⚠️ Higher yields + inflation fears + fewer rate-cut expectations = a market traders need to watch closely.
The next Fed move could be HUGE for BTC. 👀🔥
#bitcoin #Fed #crypto
$BTC
🔴 Bearish
🚨 Fed Rate Hike Odds Soar Ahead of FOMC Meeting!
Markets are now heavily pricing in a Fed rate hike (53-65% probability) for the Sept 15-16 meeting after strong US jobs data and resilient economy. Rising oil prices adding to inflation fears.
📊 Market Impact: Increased pressure on risk assets like crypto. Expect volatility and potential pullbacks as investors de-risk. Keep an eye on inflation data this week.
#Macro #Fed
🚨 Fed Rate Hike Odds Soar Ahead of FOMC Meeting!
Markets are now heavily pricing in a Fed rate hike (53-65% probability) for the Sept 15-16 meeting after strong US jobs data and resilient economy. Rising oil prices adding to inflation fears.
📊 Market Impact: Increased pressure on risk assets like crypto. Expect volatility and potential pullbacks as investors de-risk. Keep an eye on inflation data this week.
#Macro #Fed
Verified
🚨 TRUMP PRESSURES THE FED — AND THE MARKET IS WATCHING
Donald Trump and members of his administration are pressuring the Federal Reserve not to raise interest rates in September and instead consider a cut.
The problem? Inflation is still above the 2% target, while the market is still pricing in a meaningful chance of a hike at the September 15–16 meeting. The probabilities from the CME FedWatch are changing rapidly as new economic data comes in.
And here’s the most important point:
🔹 Rate cut: can ease financial conditions and stimulate the economy in the short term.
🔹 Rate hike: would help fight inflation, but it would increase the cost of credit for consumers and businesses.
🔹 Political pressure: if the Fed gives in to the White House, the discussion stops being purely economic and starts directly involving the central bank’s independence.
For the crypto market, this dispute is especially important. A more dovish Fed could increase liquidity and favor risk assets, while a more aggressive stance could strengthen the dollar and weigh on Bitcoin and altcoins.
📌 Now, the market isn’t only looking at the Fed’s decision — it’s trying to figure out who will truly have the final say: inflation, economic data, or political pressure.
#Fed #Trump #CME #MarketAlert #US
$IOST $SC $PHA
Donald Trump and members of his administration are pressuring the Federal Reserve not to raise interest rates in September and instead consider a cut.
The problem? Inflation is still above the 2% target, while the market is still pricing in a meaningful chance of a hike at the September 15–16 meeting. The probabilities from the CME FedWatch are changing rapidly as new economic data comes in.
And here’s the most important point:
🔹 Rate cut: can ease financial conditions and stimulate the economy in the short term.
🔹 Rate hike: would help fight inflation, but it would increase the cost of credit for consumers and businesses.
🔹 Political pressure: if the Fed gives in to the White House, the discussion stops being purely economic and starts directly involving the central bank’s independence.
For the crypto market, this dispute is especially important. A more dovish Fed could increase liquidity and favor risk assets, while a more aggressive stance could strengthen the dollar and weigh on Bitcoin and altcoins.
📌 Now, the market isn’t only looking at the Fed’s decision — it’s trying to figure out who will truly have the final say: inflation, economic data, or political pressure.
#Fed #Trump #CME #MarketAlert #US
$IOST $SC $PHA
Verified
#usadpweeklyemploymentrises12000
More jobs in the United States = more pressure on the Fed. 🇺🇸📉
The latest ADP data has just been released: it shows that private employers are now adding about 12,000 jobs per week (a clear increase from 10,000). A strong labor market is great news for everyday economic activity, but it throws a big curveball at the markets.
Why it matters for your portfolio:
If the jobs market remains this resilient, the Fed has very little incentive to rush into the rate cuts we expect. We are likely in a “higher for longer” rate environment, which traditionally acts like gravity on risk assets.
For the Crypto community:
It’s a mixed picture right now. Broader macroeconomic strength is fundamentally a good thing, but restrictive monetary policies are generally bearish for crypto. Keep an eye on BTC and your favorite altcoins over the next few days: things could get bumpy! 🌊👀
How do you adjust your trading strategy to handle a “higher for longer” interest-rate environment.
#EconomicAlert #Fed #jobs
$BZ
$IOST
$SC
More jobs in the United States = more pressure on the Fed. 🇺🇸📉
The latest ADP data has just been released: it shows that private employers are now adding about 12,000 jobs per week (a clear increase from 10,000). A strong labor market is great news for everyday economic activity, but it throws a big curveball at the markets.
Why it matters for your portfolio:
If the jobs market remains this resilient, the Fed has very little incentive to rush into the rate cuts we expect. We are likely in a “higher for longer” rate environment, which traditionally acts like gravity on risk assets.
For the Crypto community:
It’s a mixed picture right now. Broader macroeconomic strength is fundamentally a good thing, but restrictive monetary policies are generally bearish for crypto. Keep an eye on BTC and your favorite altcoins over the next few days: things could get bumpy! 🌊👀
How do you adjust your trading strategy to handle a “higher for longer” interest-rate environment.
#EconomicAlert #Fed #jobs
$BZ
$IOST
$SC
Erkdbss:
seja pago para responder pesquisas e jogos.
↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓↓
https://attapoll.app/join/fistj
https://attapoll.app/join/fistj
https://attapoll.app/join/fistj
🔴 Bearish
🚨 US Jobs Report Surprises, Fed Rate Hike Odds Jump!
August nonfarm payrolls surged by 162,000, far exceeding expectations. This has boosted the probability of a September Fed rate hike to around 58%.
📊 Market Impact: Higher rates could dampen risk appetite across traditional and crypto markets. Keep an eye on the Fed decision mid-month.
#Macro #Fed
🚨 US Jobs Report Surprises, Fed Rate Hike Odds Jump!
August nonfarm payrolls surged by 162,000, far exceeding expectations. This has boosted the probability of a September Fed rate hike to around 58%.
📊 Market Impact: Higher rates could dampen risk appetite across traditional and crypto markets. Keep an eye on the Fed decision mid-month.
#Macro #Fed
#BTCFedPressure
Bitcoin is entering another important macro window.
BTC has pulled back after recently reaching around $82K, while markets are becoming more cautious ahead of the September 16 Federal Reserve decision.
The next inflation data could have a major influence on rate expectations.
$BTC #Bitcoin #Fed #Crypto
Bitcoin is entering another important macro window.
BTC has pulled back after recently reaching around $82K, while markets are becoming more cautious ahead of the September 16 Federal Reserve decision.
The next inflation data could have a major influence on rate expectations.
$BTC #Bitcoin #Fed #Crypto
Verified
#usadpweeklyemploymentrises12000
More jobs in the United States = more pressure on the Federal Reserve. 🇺🇸📉
The latest data from ADP just came out, showing that private-sector employers are now adding around 12,000 jobs per week (a strong increase from 10,000). A strong labor market is great for today’s economy, but it takes a big turn for the markets.
Why this matters for your portfolio:
If the jobs market stays this resilient, the Federal Reserve has a very weak incentive to rush into rate cuts that we’ve been expecting. We will most likely move toward a “higher for longer” interest rate environment, which traditionally is a tailwind for high-risk assets.
For the crypto audience:
It’s a mixed picture now. Broad economic strength is fundamentally positive, but tighter monetary policy is usually negative for crypto. Keep an eye on BTC and any altcoins you like over the next few days—things could get volatile! 🌊👀
How do you adjust your trading strategy to deal with a “higher for longer” interest rate environment?
Please follow up
#ADP #Fed #CryptoNews
$BTC $RAYSOL $CROSS
More jobs in the United States = more pressure on the Federal Reserve. 🇺🇸📉
The latest data from ADP just came out, showing that private-sector employers are now adding around 12,000 jobs per week (a strong increase from 10,000). A strong labor market is great for today’s economy, but it takes a big turn for the markets.
Why this matters for your portfolio:
If the jobs market stays this resilient, the Federal Reserve has a very weak incentive to rush into rate cuts that we’ve been expecting. We will most likely move toward a “higher for longer” interest rate environment, which traditionally is a tailwind for high-risk assets.
For the crypto audience:
It’s a mixed picture now. Broad economic strength is fundamentally positive, but tighter monetary policy is usually negative for crypto. Keep an eye on BTC and any altcoins you like over the next few days—things could get volatile! 🌊👀
How do you adjust your trading strategy to deal with a “higher for longer” interest rate environment?
Please follow up
#ADP #Fed #CryptoNews
$BTC $RAYSOL $CROSS
ФЕДАТ - цифровая экосистема спорта:
В среде "выше и дольше" главное правило — снижать кредитные плечи и фиксировать прибыль быстрее, чем обычно. Рынок будет выносить стопы на любой макростатистике, так что лучшая стратегия сейчас: торговать в узких диапазонах, держать больше стейблкоинов и откупать только сильные просадки качественных активов. 🛡️
#BTCMacroPressure
Bitcoin is facing a different kind of resistance right now.
After reaching a three-month high around $82,164, BTC pulled back toward the $78K area as traders became more cautious ahead of the Federal Reserve's September decision.
This is a reminder that strong crypto charts can still react quickly to macroeconomic expectations.
I’m watching both price structure and the Fed narrative.
$BTC #Bitcoin #Fed #CryptoMarket
Bitcoin is facing a different kind of resistance right now.
After reaching a three-month high around $82,164, BTC pulled back toward the $78K area as traders became more cautious ahead of the Federal Reserve's September decision.
This is a reminder that strong crypto charts can still react quickly to macroeconomic expectations.
I’m watching both price structure and the Fed narrative.
$BTC #Bitcoin #Fed #CryptoMarket
Crypto traders have another major event to watch this week.
US inflation data is approaching, while expectations around the Federal Reserve’s next move are keeping markets cautious. Binance’s latest market update also highlights CPI and the upcoming FOMC decision as key themes.
A softer inflation reading could improve risk sentiment.
A hotter number could create another volatility wave.
This week, macro matters. 👀
#Crypto #Bitcoin #Fed #CPI #Trading
US inflation data is approaching, while expectations around the Federal Reserve’s next move are keeping markets cautious. Binance’s latest market update also highlights CPI and the upcoming FOMC decision as key themes.
A softer inflation reading could improve risk sentiment.
A hotter number could create another volatility wave.
This week, macro matters. 👀
#Crypto #Bitcoin #Fed #CPI #Trading
Digital asset funds saw $100 million of outflows after one hawkish Fed speech, then $1 billion of inflows the next week after a dovish one.
That isn't capital leaving the asset class. According to CoinShares, it's just traders reacting to the shifting odds of a rate hike.
This explains why Bitcoin is struggling to break $80,000. The run from the low $60s was fueled by Treasury doubling its bond buybacks — pure liquidity. But the Fed still sets the ceiling, and with markets pricing a 60% chance of a September hike, that ceiling is holding firm. The entire market is just trading Fed-speak.
Price is currently pinned under the EMAs. Are you buying this as consolidation under the $80k ceiling, or is this distribution?
$BTC #Bitcoin #Fed
This desk posts all day. Follow to keep up with it.
That isn't capital leaving the asset class. According to CoinShares, it's just traders reacting to the shifting odds of a rate hike.
This explains why Bitcoin is struggling to break $80,000. The run from the low $60s was fueled by Treasury doubling its bond buybacks — pure liquidity. But the Fed still sets the ceiling, and with markets pricing a 60% chance of a September hike, that ceiling is holding firm. The entire market is just trading Fed-speak.
Price is currently pinned under the EMAs. Are you buying this as consolidation under the $80k ceiling, or is this distribution?
$BTC #Bitcoin #Fed
This desk posts all day. Follow to keep up with it.
🚨 "THE FED HOLDS THE KEYS TO CRYPTO'S NEXT MOVE"
All eyes are on the upcoming Fed meeting. Markets are split between a possible 25bps rate hike and a hold, with fresh inflation data (CPI) due before the decision. Higher rates historically pressure $BTC and $ETH since they don't yield interest — a hold could be the spark for a relief rally. How are you positioning your portfolio ahead of the decision?
#Fed #interestrates #CryptoMarketMoves #bitcoin #BinanceSquare $NVDA.US
All eyes are on the upcoming Fed meeting. Markets are split between a possible 25bps rate hike and a hold, with fresh inflation data (CPI) due before the decision. Higher rates historically pressure $BTC and $ETH since they don't yield interest — a hold could be the spark for a relief rally. How are you positioning your portfolio ahead of the decision?
#Fed #interestrates #CryptoMarketMoves #bitcoin #BinanceSquare $NVDA.US
📅 September 9, 2026 | BTC ≈ $78.5K–$79K
BTC is still fighting to not lose the $78K after falling from $80K+ last week. 📉
🔥 3 key factors moving the price today:
1️⃣ Oil near $100 🛢️
• Brent is brushing 3-month highs.
• Expensive oil = more inflation fear = higher rates for longer.
• High rates = pressure on risk assets like BTC. ⚠️
2️⃣ Fed expectations 🏦
• The market now sees >60% probability that the Fed will raise rates or keep them high.
• A stronger dollar (DXY 📈) = BTC with less oxygen. 💸
3️⃣ Range $77K–$80K 📊
• Key support: the $77.5K–$78K zone.
• Resistance: $79K–$80K.
• As long as it stays there: the market is in “wait for confirmation” mode. 🕵️♂️
🧠 What to learn from this:
✅ Don’t trade just based on a headline: understand the macro logic.
✅ Avoid high leverage before inflation and oil data.
✅ Use stop-loss and smaller position size within tight ranges. 🛡️
💬 Question for you:
Do you think BTC will reclaim $80K this week, or first test $76K? 👇
🔁 Share if this helped and follow me for more daily crypto education. 🚀
⚠️ Educational content only, not financial advice. $BTC #Fed #petróleo #BinanceSquare
BTC is still fighting to not lose the $78K after falling from $80K+ last week. 📉
🔥 3 key factors moving the price today:
1️⃣ Oil near $100 🛢️
• Brent is brushing 3-month highs.
• Expensive oil = more inflation fear = higher rates for longer.
• High rates = pressure on risk assets like BTC. ⚠️
2️⃣ Fed expectations 🏦
• The market now sees >60% probability that the Fed will raise rates or keep them high.
• A stronger dollar (DXY 📈) = BTC with less oxygen. 💸
3️⃣ Range $77K–$80K 📊
• Key support: the $77.5K–$78K zone.
• Resistance: $79K–$80K.
• As long as it stays there: the market is in “wait for confirmation” mode. 🕵️♂️
🧠 What to learn from this:
✅ Don’t trade just based on a headline: understand the macro logic.
✅ Avoid high leverage before inflation and oil data.
✅ Use stop-loss and smaller position size within tight ranges. 🛡️
💬 Question for you:
Do you think BTC will reclaim $80K this week, or first test $76K? 👇
🔁 Share if this helped and follow me for more daily crypto education. 🚀
⚠️ Educational content only, not financial advice. $BTC #Fed #petróleo #BinanceSquare
Verified
Payrolls: 162K. Unemployment steady at 4.1%. After a negative July, the labor market just voted, and it voted strong.
On the record all week here: weak data was the only thing that could stop this hike, and a positive print settles it. So it went. Odds at 58.4% for the 16th, and the sell side is falling in line — UBS now sees hikes in September AND December, Macquarie and BofA moving the same way. The debate Waller opened is losing to the data.
But the real story now isn't the market. It's the collision nobody's pricing. The White House is publicly pressing for CUTS — rates hurting competitiveness, housing affordability — at the exact moment the market prices a HIKE at 58%. Warsh is being pulled in opposite directions by his two audiences.
One of them has to be disappointed on the 16th. Central bank independence isn't a speech topic anymore. It's this meeting.
CPI on the 11th is the last input. #Fed #rates
On the record all week here: weak data was the only thing that could stop this hike, and a positive print settles it. So it went. Odds at 58.4% for the 16th, and the sell side is falling in line — UBS now sees hikes in September AND December, Macquarie and BofA moving the same way. The debate Waller opened is losing to the data.
But the real story now isn't the market. It's the collision nobody's pricing. The White House is publicly pressing for CUTS — rates hurting competitiveness, housing affordability — at the exact moment the market prices a HIKE at 58%. Warsh is being pulled in opposite directions by his two audiences.
One of them has to be disappointed on the 16th. Central bank independence isn't a speech topic anymore. It's this meeting.
CPI on the 11th is the last input. #Fed #rates
Log in to explore more content