Hey everyone, let me strike a pose and flex for a moment. Yesterday, I said that Walsh would turn hawkish today, raising the probability of a September rate hike by 15%. Well, that’s already done—jumping from 40% to 55%. The reaction in U.S. Treasuries is the most interesting part: the 30-year yield dropped, the 10-year yield seesawed, and the 2-year yield rose. This shows that while rate hikes are being priced in, the long end of the curve is voting in favor with its upward movement. Previously, Wall Street reps like Besent and Walsh’s mentor Druckenmiller came out to express this exact viewpoint. So, Besent’s earlier claim about the September 9th double repo bullet hasn’t even been fired yet, but the long end has already come down. This essentially validates that real rate hikes won’t blow up the bond market, meaning September can proceed boldly with a hike. It also indirectly proves that Besent and Walsh are playing a coordinated game here. Next key dates to watch: - September 4: August Non-Farm Payrolls - September 10: August PPI - September 11: August CPI - September 15–16: FOMC The probability of a rate hike will gradually increase until it’s finalized. The script is already written—let’s take it step by step. @BITstocks_CN Buy U.S. stocks on BIT, with access to 10,000+ U.S. stocks and ETFs, real holdings, and dividend payouts.