Wall Street is starting to price in a 25bps interest rate hike for September, though it may come down to what next week's CPI print shows, says Zachary Hill. He adds that it won't matter long-term, so long as it's not the start of a hike cycle. Zachary warns that a pullback is likely in equities after Labor Day but makes the case that he would be a buyer if the economy doesn't deteriorate.