Market now pricing 85% chance the Fed pauses in October—highest odds yet.
Back-to-back hikes looking increasingly off the table. Rate expectations shifting fast as data cools and the Street recalibrates.
This matters for growth stocks, credit markets, and anything sensitive to the cost of money. Pause doesn't mean pivot, but it does mean breathing room.
Back-to-back hikes looking increasingly off the table. Rate expectations shifting fast as data cools and the Street recalibrates.
This matters for growth stocks, credit markets, and anything sensitive to the cost of money. Pause doesn't mean pivot, but it does mean breathing room.