🚨 SOMETHING VERY STRANGE IS HAPPENING

Yesterday, the Fed hiked rates by 25 bps for the first time in 3 years.

Today, stocks are rallying like nothing happened.

Something doesn't add up:

16 of 18 Fed policymakers expect at least ONE MORE HIKE this year.

Just 9 months ago, markets were pricing in 3 RATE CUTS for 2026.

Oil is above $100.

Diesel prices just hit RECORD HIGHS.

And the Fed now expects 3.7% inflation in 2026.

But the market still hasn’t broken.

WHY?

Because one thing is keeping it alive:

THE AI BOOM.

And this is where almost everyone is getting it wrong.

AI is not just holding the market up.

IT IS GIVING THE FED ROOM TO KEEP HIKING.

Massive AI spending is keeping growth alive while a handful of mega-cap stocks keep the indexes near the highs.

As long as that continues, the Fed has less reason to back off.

That creates a dangerous setup:

AI boom → stronger growth → sticky inflation → higher rates for longer

Now add:

$100+ oil → record diesel → higher costs across the economy → even less room for cuts

October or December doesn’t matter.

Nine months ago:

3 CUTS.

Today:

HIKE → ANOTHER HIKE.
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