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đ¨ 55%+ ODDS OF AN OCTOBER FED HIKE â BUT DONâT MISTAKE PROBABILITY FOR DESTINY.
Iâm watching the mid-term picture, and the market is clearly shifting.
The narrative is moving from âSeptember hike, then pauseâ to âwhat if tightening continues into October?â
Three things matter most from here: đ˘ď¸ Oil prices â does Brent keep climbing?
đĽ Core CPI â does inflation stay sticky?
đˇ Jobs â does the labor market remain surprisingly strong
#DailyOrbit
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