The rate hike this time from the Fed/US monetary authorities isn’t actually surprising in the market’s reality
What’s really important isn’t “adding 25 basis points,” but whether it will keep going, and how long and how much more it will add.
So seeing a fairly interesting phenomenon: after the rate hike landed, some technology directions haven’t broken down; instead, they’ve risen. Gold first dipped slightly.
Evidently, the market has already digested the rate hike itself in advance. After the “shoe drops,” investors have started focusing again on new performance—looking at quarterly reports, and whether AI-related capital expenditure can continue to deliver
$NVDAB $BTC
What’s really important isn’t “adding 25 basis points,” but whether it will keep going, and how long and how much more it will add.
So seeing a fairly interesting phenomenon: after the rate hike landed, some technology directions haven’t broken down; instead, they’ve risen. Gold first dipped slightly.
Evidently, the market has already digested the rate hike itself in advance. After the “shoe drops,” investors have started focusing again on new performance—looking at quarterly reports, and whether AI-related capital expenditure can continue to deliver
$NVDAB $BTC