Dropping here some thoughts from Charlie Bilello about interest rate hikes in US.

Current market expectations for path of the Fed Funds Rate…

-Dec/2022 (today): 50 bps hike to 4.25%-4.50%

-Feb 2023: 25 bps hike to 4.50%-4.75%

-Mar 2023: 25 bps hike to 4.75%-5.00%

-Pause

-Rate cuts start in Nov 2023, continue in 2024…

Source: https://twitter.com/charliebilello/status/1602743909674688512