FED DECISION DAY: MARKETS BRACE FOR A HIKE The Federal Reserve delivers its September rate decision, with prediction markets putting an 88% probability on a 25bp hike. What Wall Street expects Bank of America: September hike, with Waller expected to dissent. BofA sees the 2026 median dot at 4.1% and warns that a decision not to hike could put renewed upward pressure on long-end yields. Goldman Sachs: Sees limited economic justification for aggressive tightening, arguing that much of the inflation overshoot reflects factors that should fade. It expects some FOMC officials to be reluctant to signal additional hikes. UBS: Expects hikes in September and December, with Bowman and Waller dissenting today. Its 2026 median-dot forecast is 3.9%, followed by another 3.9% in 2027. Wells Fargo: Two 25bp hikes in the coming months is the base case, although a “one and done” outcome remains possible. https://kalshi.com/markets/kxfeddecision/fed-meeting/kxfeddecision-26sep?utm_source=walterbloomberg(彭博社)