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Bearish but Priced In

The Compound and Friends

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The Market's Expectation for the Fed's Next Hike

The market always anticipates not always correctly. It's a shotgun going into the pause the mark Or they're going to the last tightening The market does an 11% You know yearly keg or so you have to Dtrended in that sense, but on this chart you can see the market now expects the last hike to be the last hike And for the Fed to pivot all the way looking at the dots for theFed to pivot below 3% that's the sofa curve and My guess is the market is Wrong on that because either the Fed's gonna I'm sorry Yuri and you're saying the market the market's expectation is that the orange line Is that we will be cutting immediately?

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