STORY: Rathbun says "I do think that inflation is sticky and that is the number one concern for the Fed. So there's no reason for the Fed to actually start cutting rates, and that is a risk to the markets as a sidebar because--- equity markets and it's move upward in the last several weeks and months-- it's kind of expecting that rate cut to be there and that's what's priced in. So if we don't see those rate cuts, that might be a headwind for equity markets and risk markets in general."