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Why Wall Street Is Starting to Price In More Rate Hikes

Investors spent years expecting lower interest rates. Now markets are beginning to prepare for the opposite.

Chuck Zodda and Mike Armstrong break down why bond markets are suddenly pricing in the possibility of future Federal Reserve rate hikes as inflation pressures, higher energy costs, and massive AI spending continue reshaping the economic outlook.

Also covered:

Why Treasury yields are rising sharply again and what it means for markets

The growing concern that inflation could remain elevated longer than expected

Johns Hopkins economist Laurence Ball explains why today’s inflation…

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