Jurrien Timmer(@TimmerFidelity):As for the Fed, it raised rates last week as expected, and the market wants several more hikes. The SOFR curve is considerably more hawkish than the Fed’s own dot plot, which as usual is all over the place. The biggest development as far as I am concerned is that the 10-year real yield has now risen to above the economy’s real potential growth rate.

Jurrien Timmer

@TimmerFidelity

Dir. of Global Macro @Fidelity. Student of history, chart maker, cyclist, cook. Helping investors break thru the clutter. Views are mine.

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Jurrien Timmer@TimmerFidelity

2026.09.24 14:02

As for the Fed, it raised rates last week as expected, and the market wants several more hikes. The SOFR curve is considerably more hawkish than the Fed’s own dot plot, which as usual is all over the place. The biggest development as far as I am concerned is that the 10-year real yield has now risen to above the economy’s real potential growth rate.