I don’t see any reason for the Fed to hike rate again.

KevinChenNYC
2023-10-13

Treasury yields dropped sharply, with the 2-year rate dipping below 5%. Market is calling the Fed bluff.

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Bond yields tend to peak around the time of the last Fed rate hike. I don’t expect any more rate hikes, which is why I turned positive on bonds recently.

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Corporate earnings are going down. CEOs will talk about new challenges during their Q3 calls.

I don’t see any reason for the Fed to hike rate again. If anything, rate cuts are coming for the U.S., Canada, Eurozone, and England…

Sep. CPI: Will rate hike pause in November?
September headline CPI is 3.7%, slightly higher than consensus of 3.6%; core CPI is 4.1%, lower than previous data of 4.3%. ---------------------------- Any thoughts on the CPI data? Will rate hike pause in November? How to trade after the CPI report?
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Comments

  • KYHBKO
    2023-10-15
    KYHBKO
    inflation looks to remain sticky. would the current interest rate be adequate or will there be a need for a higher interest rate? higher for longer?
  • MichT
    2023-10-13
    MichT

    Great ariticle, would you like to share it?

  • phongy 45
    2023-10-15
    phongy 45
    awesome
  • AuntieAaA
    2023-10-14
    AuntieAaA
    GOOD
  • KSR
    2023-10-14
    KSR
    👍
  • Tom Chow
    2023-10-14
    Tom Chow
    good
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