Innlegg

#FedOfficialsDebateHikes One hike didn't settle the debate 👀 After September's 25bp hike, markets still price roughly a 54% chance of another in October. What stands out is why: inflation remains broad, with Barkin saying 60%+ of PCE components are rising above 3%, while jobs and growth remain resilient. The Fed isn't just asking whether inflation is falling anymore. It's asking whether rates are high enough to finish the job. For BTC and risk assets, the terminal rate may matter more than