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