WATCH: The Fed rate hike has helped regain the confidence of bond markets, James Knightley of ING told Reuters. He added, though, that stubborn inflation will likely force them to go further — and bring policymakers once again into conflict with President Trump https://t.co/xtzqR
Why now
Thesis: Further Fed hikes imply tighter conditions
Catalyst to watch: Upcoming inflation data prints
Main risk: Inflation cools, halting hikes
Why it matters
Expectation of further Fed hikes on stubborn inflation implies higher yields and tighter conditions, weighing on risk assets.
Details
WATCH: The Fed rate hike has helped regain the confidence of bond markets, James Knightley of ING told Reuters. He added, though, that stubborn inflation will likely force them to go further — and bring policymakers once again into conflict with President Trump https://t.co/xtzqR3Nrgn
Sources
- x · 2026-09-17 16:00 UTC