Допис

#FedOctHikeOddsHit55% One hike may not be the end of it 👀 Markets now price a 55.4% chance of another 25bp Fed hike in October, while the 10-year yield sits above 5%. What caught my attention is what hasn't broken. Jobs, growth, earnings, stocks and BTC are still holding up despite tighter money. That resilience gives the Fed room to stay tough on inflation. The real test may be whether markets are adapting to higher rates, or simply underpricing how long they can last.