1.The Fed is looking for months of compelling evidence that inflation is deteriorating. So far, there is none.
- Core CPI re-accelerated MoM in Aug
- Sticky CPI components printed new highs
- Wage growth near peak levels
- Food/shelter inflation at peak levels$Invesco QQQ Trust(QQQ)$ 
2.Housing market stress tends to lag the movements of 30 YR mortgage rates.
With 30 YR mortgage rates hitting their highest levels since 2008, the housing bubble bust is just beginning. $SPDR S&P 500 ETF Trust(SPY)$ 
https://twitter.com/Marlin_Capital/status/1572723326346465281
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