Goldman: "we now expect a 25bp hike next week, but largely because the market has forced the Fed’s hand – not because the fundamental inflation story has deteriorated materially. If next week ends up looking more like one-and-done than the start of a new hiking cycle, stocks

INSANE VOLATILITY COULD HIT MARKETS NEXT WEEK

The Fed announces its rate decision on September 16, with markets pricing in 85% chance of a hike.

Higher rates could tighten liquidity in markets. Bond markets have already shown signs of stress for months, but AI stocks have kept

Blowing up Iran's oil tankers is going to make oil very expensive in Asia and Europe.

The cost of oil tanker transport is going vertical.

The house is burning

US 2Y: 4.53%
US 10Y: 4.92%
US 30Y: 5.34%

Oil keeps pushing higher.
Inflation pressure follows.
Yields keep repricing.

You can intervene, talk tough, jawbone markets and try to manage individual symptoms.

But the market keeps coming back to the same source