The Market Is Overpricing a Fed Hike

FULL EPISODEhttps://youtu.be/ue0liF6YJuUDISCUSSION 💬Join the discussion on Telegram: https://t.me/+OgDv1Djbvs80M2FkCLIPGriffin from Deer Point Macro explains why rate markets may be pricing too much hawkish risk from the Federal Reserve. He breaks down the unusual shift in payer skew, the repricing of the short end, and why the dollar could continue strengthening through euro weakness and global capital flows. His conclusion: the Fed may stay cautious, but an actual hike is less likely than markets currently suggest.SUPPORT⚡️LNMS on Lightning: [email protected] ₿ BTC-Address: bc1qmk7gfdnrdegnmnrtnacj6rslan0y6v29kdlf9p💵https://donate.stripe.com/9B600k5Tscv...Twint: https://go.twint.ch/1/e/tw?tw=acq.Z7L…LINKS 📰 LNMS Newsletter: https://lessnoisemoresignal.substack....🎧 LNMS on YouTube: https://tinyurl.com/4jfhr4zn🎧 LNMS on Apple: https://tinyurl.com/4apksnyn🎧 LNMS on Spotify: https://tinyurl.com/ttha8kku🎧 LNMS on Rumble: https://tinyurl.com/4k96c7tw🎧 LNMS on Fountain: https://tinyurl.com/5dsbbj5p🌐 LNMS Website: https://www.lessnoise-moresignal.com/📖 Bitcoin Book: https://www.amazon.de/dp/1967693013SOCIALS Follow on X👉 https://x.com/pahuegFollow on Nostr 👉 https://primal.net/pascalFollow on LinkedIn 👉 / pascal-huegli