The week bolstered the shift toward higher rates, with the Fed joining the hiking cycle and signaling more to come. While domestic conditions are playing their usual role, there are also plenty of global factors at work—potentially leading to a larger and more synchronized global hiking cycle than currently expected. This is being reinforced by a strengthening cyclical uplift, although this modal view faces two-sided risks.

 

Speakers:

Bruce Kasman, Chief Economist

Joseph Lupton, Co-Head Economic Research

 

This podcast was recorded on 18 September 2026. 

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