Waller Signals Pause: September Rate Hike Odds Fall, Opening Door to a Bullish Sup-tember
TL;DR Summary
Fed Governor Waller’s tilt toward holding rates in September trims the odds of a hike to about 50% (even as guidance suggests the path may still move toward zero). With August payrolls and CPI data on deck, the outcome remains data‑dependent, but the piece touts a contrarian bullish September, noting that several top performers since June are crypto-related and hinting at crypto FOMO later in the month.
- Fed Governor Waller leaning to "hold" pushes odds of a Sep hike down to 50% (on way to zero, in our view). We still expect "Sup"-tember, a contrarian bullish month. Fundstrat Direct
- Fed governor Waller muddies outlook on possible rate hike later this month PBS
- Stock Market News, Sept. 3, 2026: Stocks Climb After Fed Official Says He Could Back Rate Hold WSJ
- Rate Rise in Play as Fed Officials Await Inflation Data The New York Times
- Fed Governor Waller indicates he will support holding rates steady at September meeting cnbc.com
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