The market is now pricing in a >67% probability of the 1st Fed rate hike occurring in March. A month ago that probability was at 27%. pic.twitter.com/gSdiVgGbFh
— Charlie Bilello (@charliebilello) January 6, 2022
— Alastair (@StockBoardAsset) January 6, 2022
Australia is interesting as more is priced in as well & basically markets calling the RBA bluff of no hike (consensus is QE to be removed in Feb). Look at South Korea (we only expect 50bps) but markets moved up to 94bps.
Fed + inflation > Omicron fear, our base line scenario👈 pic.twitter.com/AZfXn2AmmL
— Trinh (@Trinhnomics) January 6, 2022
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