Sonu Varghese
@sonusvarghese
Musings only. Chief Macro Strategist @CarsonGroupLLC. Advisory services through CWM, LLC, Registered Investment Advisor. Manage $7B+ for clients.
Joined February 2011
1.6K Following 15K Followers
The big surprise this year is that it took this long for markets to shift to pricing in rate hikes, and the Fed to move
Back in March the probability of a rate hike in 2026 was zero, which was baffling at the time
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Baffling to me that the probability of a rate hike in 2026 is zero
Why shouldn’t the Fed even consider thinking about rate hikes. Not saying they should hike but surely a hike shouldn’t be completely off the table. Especially since there’s no prospect of fiscal deficits easing
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