Shyon
09-16 18:27

For me, the 25bp hike is already largely priced in, so the real focus is on Warsh’s guidance and the dot plot. I want to see whether the Fed treats this as a one-off adjustment or signals that more tightening may be needed. The direction of the 2026 and 2027 rate projections could matter more than the hike itself.

I am also watching the 10-year Treasury yield closely. If the Fed stays hawkish and yields move back above 5%, high-growth tech and other long-duration assets could face more valuation pressure. The dollar could strengthen as well, while gold and Bitcoin may become more volatile depending on liquidity and risk sentiment.

Personally, I am not planning to react aggressively to the headline rate decision. I would rather wait for the dot plot and press conference before making any changes. For me, the key question tonight is not how much the Fed hikes, but how far the market now needs to price the next move.

@Tiger_comments @TigerStars @TigerClub @WallStreet_Tiger

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