🔥 FED HIKED. STOCKS DIDN’T CA

Kentzw

09-18 13:59

🔥 FED HIKED. STOCKS DIDN’T CARE.

That’s what caught my attention Thursday.

The Fed just raised rates 25bp to 3.75%–4.00%, with policymakers still signalling another hike could come this year.

Yet stocks ripped higher:

🚀 Nasdaq +1.69%

📈 S&P 500 +1.14%

📉 10Y Treasury yield back to ~4.93%

🛢️ Brent crude ~1% lower

And jobless claims came in at just 196K, pointing to continued labour-market resilience.

So what is the market actually saying?

Maybe the trade isn’t “Fed is dovish.”

Maybe it’s:

“As long as oil and long-term yields keep coming down, investors can look through the hike.”

But here’s the catch 👀

Markets were still pricing about a 53% chance of another October hike on Thursday.

Is this the start of a bigger risk-on move, or are investors getting too comfortable with the Fed’s hawkish message?

Markets Rebound Day After Rate Hike — What's Driving the Rally?

Stocks took back Wednesday's Fed day and more: QQQ +1.73% to $716.92, SPY +1.13% to $762.60, the S&P 500 +1.14% to 7,637.76, against Wednesday's 0.45% decline. The lift came from outside the Fed. Weekly jobless claims unexpectedly fell, which says the labor market is not cooling the way the rate path assumes, and oil kept sliding, easing inflation pressure. Yields fell and megacap tech led. The uncertainty everyone waited on is behind the market now. But the dot plot still points to one more hike this year, and only the hike already delivered is in the price. What is the market betting on?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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STOCKS DIDN’T CARE.\nThat’s what caught my attention Thursday.\nThe Fed just raised rates 25bp to 3.75%–4.00%, with policymakers still signalling another hike could come this year.\nYet stocks ripped higher:\n🚀 Nasdaq +1.69%\n📈 S&amp;P 500 +1.14%\n📉 10Y Treasury yield back to ~4.93%\n🛢️ Brent crude ~1% lower\nAnd jobless claims came in at just 196K, pointing to continued labour-market resilience. \nSo what is the market actually saying?\nMaybe the trade isn’t “Fed is dovish.”\nMaybe it’s:\n“As long as oil and long-term yields keep coming down, investors can look through the hike.”\nBut here’s the catch 👀\nMarkets were still pricing about a 53% chance of another October hike on Thursday. \nIs this the start of a bigger risk-on move, or are investors getting too comfortable with the Fed’s hawkish message?</body></html>","htmlText":"<html><head></head><body>🔥 FED HIKED. STOCKS DIDN’T CARE.\nThat’s what caught my attention Thursday.\nThe Fed just raised rates 25bp to 3.75%–4.00%, with policymakers still signalling another hike could come this year.\nYet stocks ripped higher:\n🚀 Nasdaq +1.69%\n📈 S&amp;P 500 +1.14%\n📉 10Y Treasury yield back to ~4.93%\n🛢️ Brent crude ~1% lower\nAnd jobless claims came in at just 196K, pointing to continued labour-market resilience. \nSo what is the market actually saying?\nMaybe the trade isn’t “Fed is dovish.”\nMaybe it’s:\n“As long as oil and long-term yields keep coming down, investors can look through the hike.”\nBut here’s the catch 👀\nMarkets were still pricing about a 53% chance of another October hike on Thursday. \nIs this the start of a bigger risk-on move, or are investors getting too comfortable with the Fed’s hawkish message?</body></html>","text":"🔥 FED HIKED. STOCKS DIDN’T CARE. That’s what caught my attention Thursday. 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