WSJ Nick Timiraos on omadega väljas viimane Föderaalreservi ja see ei ole tegelikult nagu igasugune leke, kuid see kindlasti toidab teemat. Praegu hindab turg 46% tõenäosust, et FOMC-st ei muutu ja 56% 25 bps tõusust.
Tõenäoliselt lekitab Fed talle järgmisel nädalal midagi, kuid olen kindel, et nad tahavad näha, kuidas tarbijahinnaindeksiga läheb ja kuidas olukord pankade ümber loksub, enne kui nad mütsi kallutavad.
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