Will the Fed Keep Raising Rates? Why the Market Wanted a Hike

In the latest Market Insights Broadcast, Chris Arends, CFA®, CMT®, CAIA®, Chief Investment Officer, and Daniel Goeddel, MBA, Partner, break down the Fed's latest rate hike and why the bond market was asking for it, what the Treasury's debt buyback can and can't accomplish, and how oil and the conflict with Iran are shaping interest rates. They also discuss whether rates could be nearing a peak, how bonds, cash, and equities compare right now, and what September seasonality and the midterm elections have historically meant for markets. Plus, the Bubble Meter and the upcoming AI IPOs, Panic of the Month, and a Company Spotlight on the Merck and Moderna personalized cancer vaccine collaboration. Key Topics Include: Jackson Hole and the Fed's shift toward responding to geopolitics The Treasury debt buyback, explained Why equities wanted a rate hike (JPMorgan's scenario analysis) September seasonality and midterm-year market patterns Oil scenarios and what they mean for bond investors Are we near peak interest rates? Bonds vs. cash vs. equities The CLARITY Act, crypto, and markets since Election Day Midterm odds and why markets tend to like divided government AI leaders calling to slow down, and Panic of the Month The Bubble Meter and the Anthropic and OpenAI IPOs Company Spotlight: Merck and Moderna