Updated
Updated · Yahoo Finance · Aug 31
September Fed Hike Odds Hit 57% as Brent Oil Jumps 2% Above $90
Updated
Updated · Yahoo Finance · Aug 31

September Fed Hike Odds Hit 57% as Brent Oil Jumps 2% Above $90

3 articles · Updated · Yahoo Finance · Aug 31

Summary

  • Markets raised the implied chance of a September Fed rate increase to 57%, pushing short-term Treasury yields higher and flattening the U.S. yield curve.
  • Brent crude climbed 2% to above $90 a barrel after U.S. forces struck two Iranian launchers on Larak Island and Iran hit U.S. forces in Jordan and said it struck a tanker in the Strait of Hormuz.
  • Kevin Warsh's hawkish Jackson Hole speech reinforced inflation fears from higher energy prices; Barclays now expects 25-basis-point Fed hikes in both September and December, though JPMorgan still sees the first move in December.
  • Germany's 2-year yield reached its highest since July 2024 and Japan's 2-year yield a 31-year high, while stocks stayed cautious, with the STOXX 600 edging lower and U.S. futures slightly weaker.
  • Friday's U.S. payrolls report and Sept. 11 CPI data are now the key tests for whether the Fed tightens next month; economists expect 58,000 jobs added and unemployment steady at 4.1%.

Insights

Could skyrocketing maritime insurance premiums in the Strait of Hormuz force the Fed into a surprise rate hike this September?
Will Qatar's quiet diplomatic mission to Iran stabilize global markets before upcoming U.S. economic data triggers a massive sell-off?
With conflicting reports on Kharg Island's destruction, are energy markets underpricing the risk of a total global oil supply shock?