André Dragosch highlighted BCA Research charts showing Treasury yields now correlate more closely with the Nasdaq than with oil, indicating markets are pricing in fewer rate hikes due to AI downside risks.

Charlie Bilello releases new Signal or Noise episode on rate hikes, recessions and biggest risk via YouTube link dated Sep 10 2026.

Bitcoin ETFs Draw $854M Over Five Days as Rate-Hike Bets Fade with BTC at $64936.56 on neutral 4h momentum.

Fed Funds Futures markets now anticipate almost 2 Fed rate hikes by end of 2026, per TheTerminal data, shifting monetary policy outlook.

Polymarket shows 81% odds Kevin Warsh and Fed skip rate cuts in 2026 plus 64% odds for hikes, per latest prediction market data.