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Bitcoin's Breakout, The Fed's September Decision, & The New CME CF Indices
In a CF Benchmarks live X Space, recorded September 3, 2026, Head of Research Gabe Selby is joined by Research Analyst Mark Pilipczuk, Kraken Chief Economist Thomas Perfumo, and CF Benchmarks Head of Product Thomas Erdosi.
Fed rate hike odds for the September 16 meeting swung from roughly two-thirds to a coin flip inside 24 hours, after Governor Waller signaled support for holding steady and Chair Warsh's Jackson Hole remarks got read as more hawkish than intended. The panel works through what the data between now and the decision, NFP tomorrow and CPI on September 11, would need to show to…
The skinny
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