The next 72 hours: Fed rate hike odds, Anthropic's IPO filing, and Iran talks

Sep 13, 2026

Three things could shake markets this week, and the take is bullish on the dip despite the near-term mess.

  • A first interest rate hike in over three years now looks likely, with markets pricing in three or more by April.
  • Anthropic is quietly circulating its IPO paperwork, and its "profitable" claim strips out stock pay, cloud costs, and model training.
  • Iran pushed back its meeting with Gulf neighbors, keeping oil near recent highs and futures red.
  • History says markets usually rally in the months after midterms, so the dips look like buying chances.
  • The AI boom is treated as a party that's still early, not one about to be shut down.

Outlook: Expect bigger swings into the Fed decision, with a possible Iran deal before the election as the trigger for a rebound.

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