# RateHike

#FedRateHikeExpectationsResurface
The market thought the tightening cycle was behind it.
It wasn’t.
Now rate hike expectations are resurfacing — and suddenly, everything feels heavier.
This isn’t just macro noise.
This is the return of the cost of capital.
The surface narrative says: inflation isn’t cooling fast enough.
But the deeper reality is sharper:
The Federal Reserve doesn’t need to hike aggressively —
it just needs to keep the possibility alive.
Because expectations alone tighten financial conditions.
And markets trade expectations first… reality later.
Read between the lines:
Liquidi