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Fed rate-hike odds surge as Warsh faces inflation-weary markets

monetary_policyUnited StatesThestreet12 Sept, 13:17 UTC

Context

Fed rate-hike odds surge as Warsh faces inflation-weary markets  thestreet.com Kevin Warsh should raise interest rates  economist.com Analysis: Hot inflation data sets up a Fed rate hike. What happens if Warsh wavers  CNBC Warsh Faces Intensifying Pressure to Raise Rates After Hot CPI  Bloomberg.com Wall Street thought the Powell hike was over. Now Kevin Warsh has his ‘back against the wall’  Fortune

What it means

Causal chain

No clear market signal

How to read a signal
Severity
the event's market impact, 1–5
Direction
/ likely price move for the asset
Exp. move
the size of the abnormal move we'd expect if the call plays out — not a claim a move will happen:
Ssmall<1%
Mmoderate1–5%
Llarge>5%
Most flagged events don't move beyond noise; those count against us (see the track record).
Timeframe
the window we measure over:
1dshort
5dmedium
21dlong
Conviction
how well-established the directional call is (textbook → speculative) — not a guaranteed outcome:
low
average
strong

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Not investment advice · for informational purposes only. Generated 13 Sept, 12:28 UTC