22:33 - 10.06.2026

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June 10, Fineko/abc.az. Global fixed-income markets are undergoing a significant structural shift as bond investors pivot toward positions that anticipate multiple interest rate hikes by the Federal Reserve in the coming months.

ABC.AZ reports, evaluating global exchange indicators, that the dominant theme within the options market tied to the Secured Overnight Financing Rate (SOFR) reflects growing bets on hawkish policy adjustments as early as the September FOMC meeting.

Key Trading Metrics and Trends:

• Driven by Strong Labor Data: Momentum accelerated rapidly following Friday’s surprisingly robust US jobs report and uncomfortably sticky inflation figures. Options trading volumes surged to nearly twice their historical averages as institutions built hedges against rising yields.

• September Meeting Outlook: A prominent block of trades on Tuesday priced in at least one, and potentially two, rate hikes by mid-September. Gennadiy Goldberg, Head of US Rates Strategy at TD Securities, noted that the combination of resilient labor demand and high inflation metrics leaves markets seeing a far higher probability of further monetary tightening.

• Record Short Positions: According to the latest CFTC data, macro hedge funds pushed their net short positions in SOFR futures to an all-time record high heading into the latest data cycle. The futures market is currently fully pricing in a quarter-point (0.25%) rate hike by the end of the year.