The New Policy Tightening Cycle Begins - The Fed Preview

Damir Tokic 14.73K Followers Follow Summary The new Fed policy tightening cycle is expected to start in September, and it's currently expected to end by August 2027 with 3-4 hikes. The 10Y2Y yield curve is not inverted yet, so the stock market is still not worried about the Fed hikes. The main risks to the stock market are higher oil prices and higher 10Y yields, both of which could force the Fed to hike more aggressively. Win McNamee/Getty Images News The Hiking Cycle To Begin The FOMC is set to meet on September 15th-16th. At this point the market expects that the Fed will hike by 25 bpt, and this is expected to be the beginning of This article was written by Damir Tokic 14.73K Followers Follow Commodity Trading Adviser (CTA), member of National Futures Association. Professor of Finance, research on Global-macro issues. Editor-in-Chief, Journal of Corporate Accounting and Finance. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.