WS #14311

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Holding: newest synthesis is 37d 16h old

Fed Chair Warsh signals possible rate hikes if inflation persists, lifting September hike odds to 68% and pressuring risk assets including Bitcoin. S&P 500 gains driven almost entirely by MSFT and NVDA; Broadcom and Palo Alto earnings upcoming, with AI demand still booming.

Fed Hawkish Stance and Rate Hike Odds

Fed Chair Warsh signals possible rate hikes if inflation persists, lifting September hike odds to 68% and pressuring risk assets including Bitcoin.

S&P 500 gains driven almost entirely by MSFT and NVDA; Broadcom and Palo Alto earnings upcoming, with AI demand still booming.

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