Macro· ★★★★· bearish·

HSBC, Goldman Sachs and JPMorgan expect a 25 bps Fed rate hike on Sept. 15-16

  • HSBC expects a 25 bps rate hike in September and December 2026
  • 86 of 101 Reuters economists expect a hike to 3.75-4.00%
  • CME FedWatch puts the probability of a hike at 88.5%
  • This would be the first Fed rate increase since July 2023
Why it matters: A rate hike strengthens the dollar and bond yields, pressuring bitcoin and risk assets in the short term.
Source: Bitcoin Sistemi