For me, the biggest takeaway is not the 25bp hike itself, but the “higher for longer” message. Sticky inflation and resilient growth give the Fed room to remain restrictive, so I am not expecting a quick return to easy money.
I am watching this closely for growth and semiconductor stocks. Higher Treasury yields can pressure valuations, especially for high-growth names, while a stronger dollar and tighter liquidity add further pressure. However, solid economic growth could provide some support through earnings.
For my portfolio, I am not trying to predict the next Fed move. I remain bullish on AI and semiconductors long term, but prefer gradual accumulation during pullbacks instead of chasing rallies. The bigger question for me is how long rates stay elevated, not just whether we get another 25bp hike.
@Tiger_comments @TigerClub @TigerStars @WallStreet_Tiger
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