Fed futures now pricing 60% odds of a hike September 16th. By October? 71%. By year-end? 86%.
The market has spoken. Rate hikes are coming.
This isn't speculation anymore — it's math. Bond traders are positioning, equity multiples are compressing, and anyone still betting on "one and done" is swimming against the current.
What does this mean for you?
If you're holding cash, you'll finally earn something on it soon. If you're levered to the gills in growth stocks or speculative plays, you're about to feel pain. If you own quality businesses with pricing power, you'll probably be fine.
The Fed doesn't care about your portfolio. They care about inflation. And they're signaling loud and clear: more tightening ahead.
Adjust accordingly.
The market has spoken. Rate hikes are coming.
This isn't speculation anymore — it's math. Bond traders are positioning, equity multiples are compressing, and anyone still betting on "one and done" is swimming against the current.
What does this mean for you?
If you're holding cash, you'll finally earn something on it soon. If you're levered to the gills in growth stocks or speculative plays, you're about to feel pain. If you own quality businesses with pricing power, you'll probably be fine.
The Fed doesn't care about your portfolio. They care about inflation. And they're signaling loud and clear: more tightening ahead.
Adjust accordingly.
