Fed futures are pricing in 100% probability of a rate cut at the December FOMC meeting (Thursday), but forward guidance regarding future cuts remains uncertain and contested; the Fed is likely to cut but guide toward a pause, with the rate path becoming much more murky than the prior year of clear expectations

factualpending

Speaker

Brent Kachuba

Evidence Quote

the SEI fed wash tool I think is literally at 98%... the Ford godance I think could be really interesting

Source

Tesla, MicroStrategy and An Inside Look at the Biggest Options Expiration in Market HistoryExcess Returns
Created: 8/11/2026, 8:03:54 AM

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