Sept. Fed Rate Hike? Kasman Says No, Sinche Says Maybe

The transcript discusses the Federal Reserve's considerations regarding interest rate hikes, focusing on the terminal rate, economic conditions, and the potential for a September rate hike. It highlights two main conversations at the Fed: one about data dependency and another about equilibrium interest rates. The discussion also covers the Fed's hawkish stance, the role of inflation, and the impact of risk aversion due to upcoming uncertainties like the US election and international events.

How does the speaker describe the Fed's approach to risk aversion in relation to rate hikes?

What factors might influence the Fed's decision-making process as mentioned in the text?