Hammack drops the bomb that rates need to stay put but hike risk just jumped
Zandi ties the whole mess to Iran dragging on with oil shock hitting hard
People scream the fed tool breaks against geopolitics and congress spending
Berkshire style cash hoarding screams smart money sees the trap coming
Regular families watch inflation eat paychecks while cut hopes die
This proves the strong economy narrative cracks under real pressure
The market keeps waiting for rate cuts while Fed officials keep talking about inflation. Persistent inflation is the enemy of high multiples. If oil stays elevated and inflation expectations creep higher, the conversation shifts from "when do cuts start?" to "are rates high…
— The Signal Quant (@thespeedsignal) June 2, 2026
Federal Reserve'sHammack told reporters it makes sense to keep interest rates unchanged, citing uncertainties, a stance that supports near-term market stability, but she stated a rising risk of a need to hike interest rates $TLT
— Special Situations 🌐 Research Newsletter (Jay) (@SpecialSitsNews) June 2, 2026