All signs is to hike. But who

All signs is to hike. But who knows with Trump administration. I suspect it will hold.

This is a time to test Fed political will

PPI Surges 1.3% MoM — Can the U.S. Equity Rotation Hold?

QQQ slipped 0.13% while SPY gained 0.28% as hotter producer inflation pushed capital from AI-heavy tech into financials and consumer stocks. September PPI rose 1.3% month over month, more than double expectations, while energy lifted annual wholesale inflation to 6.3%. Bulls welcome broader market leadership; bears fear margin pressure and delayed rate cuts. Should investors favor SPY value sectors, hold QQQ, or wait for inflation expectations to reset?

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Comments

chenobserver
09-15
chenobserver
2018 still matters here: four hikes despite pressure. The bigger question is whether markets still believe the institution acts independently
whimsie
09-15
whimsie
I think they still hike or at least stay firm. The real test is whether institutional independence still means anything when the pressure gets loud

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