Forward Guidance(@ForwardGuidance):The asymmetric trade right now may now be dovish. If rate hikes do not materialize, SOFR has to price them out. Even if Fed simply stays flat, that becomes a passive easing impulse. The point is not that cuts must arrive immediately. It is that max hawkishness may already be in the price with two hikes.

Forward Guidance

@ForwardGuidance

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Forward Guidance@ForwardGuidance

2026.06.14 15:01

The asymmetric trade right now may now be dovish. If rate hikes do not materialize, SOFR has to price them out. Even if Fed simply stays flat, that becomes a passive easing impulse. The point is not that cuts must arrive immediately. It is that max hawkishness may already be in the price with two hikes.