Pinned: RATE HIKE BETS HOLD FIRM Fed Chair Kevin Warsh declined to say whether the Fed will raise interest rates at its next meeting, stressing policymakers will wait for more data. Meanwhile, market expectations remain elevated, with Kalshi pricing a 68% chance of a Fed rate hike before July 2027 and a 53% chance before the end of 2026. *Walter Bloomberg (@DeItaone) / Twitter · 07-01 22:36
BITCOIN HIT BY RATE, STRATEGY CONCERNS Bitcoin remains under pressure as expectations of higher U.S. interest rates weigh on sentiment. Investors are also reacting to reports that Strategy may sell Bitcoin to raise cash, despite previous comments from Michael Saylor. Analysts say capital continues to rotate from crypto into AI and semiconductor stocks. *Walter Bloomberg (@DeItaone) / Twitter · 07-01 21:07
*HASSETT SAYS RAISING INTEREST RATES WOULD BE MISTAKE *Walter Bloomberg (@DeItaone) / Twitter · 07-01 20:19
FED SEEN HOLDING RATES Amundi expects the Federal Reserve to keep interest rates unchanged in the coming months. The firm sees a possible rate cut in 2027 if inflation continues to ease, but warns stronger growth or higher energy prices could increase the risk of future rate hikes. *Walter Bloomberg (@DeItaone) / Twitter · 06-29 22:05
MARKETS STILL EXPECT FED HIKE Inflation expectations have eased to near the Fed's 2% target, helped by falling oil prices. Even so, markets continue to price in at least one Fed rate hike this year, with rates expected to stay elevated into 2027. Citi argues those expectations look increasingly out of sync with the latest economic data. *Walter Bloomberg (@DeItaone) / Twitter · 06-26 00:17
*HASSETT SAYS RAISING INTEREST RATES WOULD BE MISTAKE