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	<title>Search Results for &#8220;rate hike&#8221; &#8211; ISABELNET</title>
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	<description>Advanced Stock Market Forecast for Professional and Individual</description>
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	<title>Search Results for &#8220;rate hike&#8221; &#8211; ISABELNET</title>
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		<title>Economic Forecasts</title>
		<link>https://www.isabelnet.com/economic-forecasts/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 22 Oct 2026 08:30:21 +0000</pubDate>
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					<description><![CDATA[U.S. Economic Forecasts Two Fed rate hikes are in Deutsche Bank&#8217;s forecast. The bank sees the U.S. economy holding up through 2028 and expects a 25 bps hike in December 2026 and another in March 2027. Image: Deutsche Bank]]></description>
		
		
		
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		<title>Implied Probability of S&#038;P 500 Drawdown</title>
		<link>https://www.isabelnet.com/sp-500-drawdown-and-12-month-forward-p-e/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 30 Sep 2026 08:30:51 +0000</pubDate>
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					<description><![CDATA[Implied Probability of S&#38;P 500 Drawdown Drawdown risk for the S&#38;P 500 has increased recently, amid rising yields, looming rate hikes, and weak market breadth. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>U.S. Core PCE Inflation Forecast</title>
		<link>https://www.isabelnet.com/u-s-inflation-expectations-u-s-5-year-breakeven-and-u-s-core-pce-price-index/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 24 Sep 2026 08:31:56 +0000</pubDate>
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					<description><![CDATA[U.S. Core PCE Inflation Forecast Goldman Sachs sees U.S. core PCE cooling to 2.2% year-over-year by Q4 2027, and that makes a string of additional rate hikes beyond today&#8217;s pricing hard to justify. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Number of Rate Hikes per Fed Tightening Cycle, 1994 to 2023</title>
		<link>https://www.isabelnet.com/every-fed-tightening-cycle-has-preceded-a-slowdown-in-the-ism-manufacturing-index/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 17 Sep 2026 08:33:40 +0000</pubDate>
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					<description><![CDATA[Number of Rate Hikes per Fed Tightening Cycle, 1994 to 2023 Since 1994, the Fed has gone through six tightening cycles. Five lasted for years and involved at least six rate hikes. But with real rates already starting from historically high levels, this cycle may be much shorter. Image: Real Investment Advice]]></description>
		
		
		
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		<title>Fed Funds Rate Path Implied by the Median Dots</title>
		<link>https://www.isabelnet.com/u-s-yield-curve-1m-to-30y-and-correlation-against-fed-funds-effective-rate/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 17 Sep 2026 08:31:09 +0000</pubDate>
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					<description><![CDATA[Fed Funds Rate Path Implied by the Median Dots The Fed is signaling higher rates for longer, with a two-hike baseline for 2026, a 2029 median fed-funds rate of 3.5% to 3.75%, and a neutral rate of 3.25%. Long-duration assets and leveraged trades are now facing a tougher road. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
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		<title>Fed Funds Rate &#8211; Target Probabilities at the Fed&#8217;s FOMC Meeting</title>
		<link>https://www.isabelnet.com/target-probabilities-at-the-feds-fomc-meeting/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 16 Sep 2026 08:30:14 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=9963</guid>

					<description><![CDATA[Fed Funds Rate &#8211; Target Probabilities at the Fed&#8217;s FOMC Meeting Traders are betting on a Fed rate hike today, with markets pricing in a 92.5% chance of a 25 bps move. But when oil drives inflation, rate hikes barely move the dial. Image: CME Group]]></description>
		
		
		
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		<title>S&#038;P 500 Around First Fed Rate Hikes vs. Speed of Hikes</title>
		<link>https://www.isabelnet.com/sp-500-around-first-fed-rate-hikes-vs-speed-of-hikes/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 09 Sep 2026 08:32:12 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[S&#38;P 500 Around First Fed Rate Hikes vs. Speed of Hikes In fast tightening cycles, the S&#38;P 500 typically struggles in the 12 months post-first hike; in slow or no cycles, it tends to rally. Near term, stocks stay shaky until investors believe in a &#8220;slow-hike&#8221; or &#8220;one-and-done&#8221; Fed. Image: Ned Davis Research]]></description>
		
		
		
			</item>
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		<title>S&#038;P 500 Index Performance After The First Fed Rate Hike</title>
		<link>https://www.isabelnet.com/sp-500-index-performance-after-the-first-fed-rate-hike/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 04 Sep 2026 08:32:50 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[S&#38;P 500 Index Performance After The First Fed Rate Hike Historically, the S&#38;P 500 has weathered the Fed&#8217;s first rate hike better than investors might expect. Following an initial 25 bp move, the index often stumbles early but, in every cycle since 1990, has been higher a year later. Image: Carson Investment Research]]></description>
		
		
		
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		<title>Global Monetary Policy Stimulus and Global Manufacturing PMI</title>
		<link>https://www.isabelnet.com/central-banks-global-monetary-policy-stimulus-leads-global-manufacturing-pmi/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 07 Aug 2026 08:30:20 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Global Monetary Policy Stimulus and Global Manufacturing PMI 2026 belonged to global growth, but the wind is turning. Inflation is firming, putting rate hikes back in play. The road into 2027 looks slower and bumpier. Image: Topdown Charts]]></description>
		
		
		
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		<title>Gold Price vs. Market Pricing of 25bp Fed Hikes (Inverted)</title>
		<link>https://www.isabelnet.com/gold-price-in-us-vs-u-s-10-year-treasury-minus-10-year-tips-inverted/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 21 Jul 2026 08:30:35 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Gold Price vs. Market Pricing of 25bp Fed Hikes (Inverted) Gold struggles as energy‑driven inflation keeps Fed rate‑hike risks alive, lifting the dollar and real yields and capping near‑term gains for bullion. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
		<item>
		<title>S&#038;P 500 vs. U.S. 10-Year Bond Correlation</title>
		<link>https://www.isabelnet.com/u-s-markets-sp-500-vs-u-s-10-year-bond-correlation/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Tue, 23 Jun 2026 08:30:45 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=64137</guid>

					<description><![CDATA[S&#38;P 500 vs. U.S. 10-Year Bond Correlation Since the COVID-19 pandemic, equities and bonds have increasingly moved in tandem, especially during inflation spikes and rate hikes, weakening bonds&#8217; traditional role as a diversifier. Image: Goldman Sachs Global Investment Research]]></description>
		
		
		
			</item>
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		<title>Real Estate Positioning</title>
		<link>https://www.isabelnet.com/real-estate-positioning/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Wed, 17 Jun 2026 08:30:51 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Real Estate Positioning At the 89th percentile, real estate positioning is firmly overweight, leaving the trade at risk if yields climb or rate-hike expectations pick up. Image: Deutsche Bank Asset Allocation]]></description>
		
		
		
			</item>
		<item>
		<title>Fed Funds Rate</title>
		<link>https://www.isabelnet.com/fed-funds-rate-2/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Mon, 30 Mar 2026 08:30:05 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=80838</guid>

					<description><![CDATA[Fed Funds Rate Markets are now pricing in a meaningful chance of a Fed rate hike in 2026, something that looked very unlikely at the start of the year. Image: MarketDesk Research]]></description>
		
		
		
			</item>
		<item>
		<title>Interest Rates &#8211; Market Pricing for the Number of Fed Rate Cuts</title>
		<link>https://www.isabelnet.com/interest-rates-market-pricing-for-the-number-of-fed-rate-hikes/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 20 Mar 2026 09:31:09 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=66886</guid>

					<description><![CDATA[Interest Rates &#8211; Market Pricing for the Number of Fed Rate Cuts Markets have sharply repriced the Fed path. Investors shouldn&#8217;t see &#8220;no rate cuts before 2027&#8221;, but they should recognize that the hurdle for 2026 easing has risen significantly. Cuts aren&#8217;t off the table, just harder to justify now. Image: The Daily Shot]]></description>
		
		
		
			</item>
		<item>
		<title>U.S. Money Market Fund Assets vs. Federal Funds Effective Rate</title>
		<link>https://www.isabelnet.com/money-market-fund-assets-u-s/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 12 Sep 2025 08:34:34 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[U.S. Money Market Fund Assets vs. Federal Funds Effective Rate U.S. money market funds typically experience asset inflows during rate hikes but see outflows approximately 12 months after the Fed initiates rate cuts. Image: Real Investment Advice]]></description>
		
		
		
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		<title>Large U.S. Tax Hikes</title>
		<link>https://www.isabelnet.com/u-s-corporate-tax-increase-as-a-percent-of-gdp/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Sat, 05 Apr 2025 08:31:03 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=57835</guid>

					<description><![CDATA[Large U.S. Tax Hikes Trump&#8217;s tariffs represent the most significant U.S. tax increase since 1968, raising widespread concerns about their long-term effects on the economy. Image: J.P. Morgan]]></description>
		
		
		
			</item>
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		<title>How Often Does a Correction Turn into a Bear Market?</title>
		<link>https://www.isabelnet.com/corrections-and-bear-markets-secular-bull-markets-vs-secular-bear-markets/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 14 Mar 2025 09:32:45 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=35963</guid>

					<description><![CDATA[How Often Does a Correction Turn into a Bear Market? Historically, a 10% correction rarely leads to a 20% bear market without economic downturns, earnings declines, or rate hikes. With no very serious adverse indicators currently, a bear market seems unlikely in the near term. Image: Carson Investment Research]]></description>
		
		
		
			</item>
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		<title>Interest Rates &#8211; Cumulative Rate Cuts vs. Hikes</title>
		<link>https://www.isabelnet.com/interest-rates-cumulative-rate-cuts-vs-hikes/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Sat, 24 Aug 2024 08:30:38 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=83358</guid>

					<description><![CDATA[Interest Rates &#8211; Cumulative Rate Cuts vs. Hikes In 2024, global central banks are expected to implement significant policy rate cuts, marking it as the third largest year for such reductions in history, driven by falling inflation and the need to support economic growth. Image: BofA Global Investment Strategy]]></description>
		
		
		
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		<title>Fed Funds vs. VIX</title>
		<link>https://www.isabelnet.com/fed-funds-vs-vix/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Thu, 08 Aug 2024 08:31:01 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
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					<description><![CDATA[Fed Funds vs. VIX Taking into account the lag effect of Fed rate hikes on the U.S. economy, should investors expect the VIX to continue being elevated? Image: Deutsche Bank]]></description>
		
		
		
			</item>
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		<title>Rolling 24 Month Correlation Between U.S. Bonds and Equities</title>
		<link>https://www.isabelnet.com/rolling-24-month-correlation-between-u-s-bonds-and-equities/</link>
		
		<dc:creator><![CDATA[isabelnet]]></dc:creator>
		<pubDate>Fri, 19 Jul 2024 08:31:04 +0000</pubDate>
				<category><![CDATA[Blog]]></category>
		<guid isPermaLink="false">https://www.isabelnet.com/?p=69903</guid>

					<description><![CDATA[Rolling 24 Month Correlation Between U.S. Treasury Bonds and Equities Amid high inflation, UST bonds become less effective as a hedge against U.S. stocks, as rising prices erode bond payouts and interest rate hikes lead to a drop in bond prices. Image: BofA Research Investment Committee]]></description>
		
		
		
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