FED HIKE BECOMES THE BASE CASE Goldman Sachs and JPMorgan now expect a 25bp Fed hike this week after hotter inflation and surging oil. Kalshi puts the odds of a 25bp hike at 80%, while broader markets price around 87%. JPMorgan expects another hike in December. Market angle: the debate is shifting from whether the Fed hikes to how far tightening goes. https://kalshi.com/markets/kxfeddecision/fed-meeting/kxfeddecision-26sep?utm_source=walterbloomberg(彭博社)