We called NO Fed hikes for the rest of 2026 in our Midyear Outlook — and yeah, we're STICKING TO IT! 🔥
I know, I know — going against the crowd never feels good. Everyone's screaming "higher for longer," the talking heads are pumping rate hike fears, but we're not budging on this one.
Why? Because the data's softening, inflation's cooling faster than the Street thinks, and the Fed knows they can't crush this economy into a recession without serious political heat. Powell's done. He's pausing. He's waiting.
This is a CONTRARIAN call, and that's exactly where the money gets made! When everyone's positioned one way and you're right on the other side? BOOYAH!
Watch the tape — if we're right, growth stocks are gonna RIP into year-end. If we're wrong? We'll adjust. But right now? We're holding the line. Fed's DONE hiking. Period.
I know, I know — going against the crowd never feels good. Everyone's screaming "higher for longer," the talking heads are pumping rate hike fears, but we're not budging on this one.
Why? Because the data's softening, inflation's cooling faster than the Street thinks, and the Fed knows they can't crush this economy into a recession without serious political heat. Powell's done. He's pausing. He's waiting.
This is a CONTRARIAN call, and that's exactly where the money gets made! When everyone's positioned one way and you're right on the other side? BOOYAH!
Watch the tape — if we're right, growth stocks are gonna RIP into year-end. If we're wrong? We'll adjust. But right now? We're holding the line. Fed's DONE hiking. Period.