$ARIA $AGT $PEPE After the release of U.S. October CPI data, traders put the probability of a Fed rate hike in December at 100%, with only 12.7% betting on a 50-basis-point hike. Waller said that if core CPI continues to rise by 0.3% or more month over month, a 50-basis-point hike should be considered in December; a 25-basis-point hike alone could damage the Fed’s credibility. Logan believes rates of 3.75%–4% are still accommodative and that at least two more 25-basis-point hikes are needed. Goldman Sachs said tightening could continue into 2027; Jefferies expects another hike could come in the first quarter of 2027, and if energy prices do not fall, action could also be taken in January. The December policy meeting will be held on the 8th and 9th.#CPI高于预期，美股与BTC再度承压 #Strategy或遭MSCI剔除，面临最高28亿美元卖盘 #Anthropic拒绝延期IPO，本周路演估值几何？