RE:Bankers Want FED to RaiseI wont deny there are many reasons that display the markets current distortion from fundamentals. When it comes to the fed, they have been very dovish all year, and looking at the ism manufacturing data there was a sharp contraction in august. Cpi data(2.3%yoy) today beat expectations which is good for rate hike case but the core pce yoy(which is the feds preferred inflation indicator) stands at 1.6%. Labor market is has been tight for the last three months. All in all, the case for a rate hike is stronger but based on how these doves have been running the fed i see them taking a defensive approach to accomodate the equity market. Are you really betting the fed will raise rates because dimon said so ? And its not the cost of borrowing that will disbalance the market but the dollar strength and increasing yields on bonds. On another note the BOJ and ECB could prove to be a cause for concern for the near future as well. Good luck to all those betting on this! If the fed hikes i will certainly be buying hvu