The Fed expected rate cuts this year. Now it's bracing for another inflation fight

Impact · against what's priced in

The outlook for high-valuation growth stocks and firms with floating-rate debt has deteriorated due to the possibility of a 50bps rate hike in December, which exceeds the current 25bps consensus. While a 25bps hike is largely expected, the threat of a more aggressive 'inflation fight' creates a new risk premium for interest-rate-sensitive assets.

Scored by the NIS engine · methodology.

The Fed expected rate cuts this year. Now it's bracing for another inflation fight

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The Fed expected rate cuts this year. Now it's bracing for another inflation fight

What matters in this story

Treasury yields rise as traders strengthen Fed rate hike bets

The Fed expected rate cuts this year. Now it's bracing for another inflation fight

What matters in this story

Treasury yields rise as traders strengthen Fed rate hike bets

Track these names every morning.

Upward Pressure Remains in Treasury Yields Even as Two-Year Yield Stabilizes

Fed's Williams says central bank has 'work to do' to get inflation back on target

Fed's Williams Says Still Work to Do to Get Monetary Policy to Right Place

Bond yields just saw their biggest surge since 2022 as expectations grow for more Fed rate hikes

The Fed expected rate cuts this year. Now it's bracing for another inflation fight

What matters in this story

Next reads from the same story arc

Treasury yields rise as traders strengthen Fed rate hike bets

The Fed expected rate cuts this year. Now it's bracing for another inflation fight

What matters in this story

Next reads from the same story arc

Treasury yields rise as traders strengthen Fed rate hike bets

Track these names every morning.

Upward Pressure Remains in Treasury Yields Even as Two-Year Yield Stabilizes

Fed's Williams says central bank has 'work to do' to get inflation back on target

Fed's Williams Says Still Work to Do to Get Monetary Policy to Right Place

Bond yields just saw their biggest surge since 2022 as expectations grow for more Fed rate hikes