FED HIKE BECOMES THE BASE CASE Goldman Sachs and JPMorgan now expect a 25bp Fed hike this week after hotter inflation and surging oil. Kals…
FED HIKE BECOMES THE BASE CASE
Goldman Sachs and JPMorgan now expect a 25bp Fed hike this week after hotter inflation and surging oil.
Kalshi puts the odds of a 25bp hike at 80%, while broader markets price around 87%.
JPMorgan expects another hike in December.
Market angle: the debate is shifting from whether the Fed hikes to how far tightening goes.
