The Fed minutes just dropped and you can feel how nervous they still are about inflation. Even after hiking last month, most of them are still penciling in another punch before year-end. They will not say whether that means October or December. Markets bet they skip this month and swing in December, but wallets stay in the crosshairs either way. It feels like a game of whack-a-mole where you know the mallet is coming, you just do not know when. And we are the mole.