The Fed Is Impotent And Done Raising Rates

Impact · against what's priced in

The Fed's decision to hold rates steady and the outlook for no further hikes are already reflected in market valuations. The primary takeaway is a potential headwind for tech growth due to expected slowing capex, though the macro interest rate environment remains stable.

Scored by the NIS engine · methodology.

The Fed Is Impotent And Done Raising Rates

fed▲73%
rates▲33%
capex▲25%
inflation
fuel prices
tech
yields

The Fed Is Impotent And Done Raising Rates

What matters in this story

Fed's preferred inflation gauge rose in September as third-quarter GDP beats expectations

The Fed Is Impotent And Done Raising Rates

What matters in this story

Fed's preferred inflation gauge rose in September as third-quarter GDP beats expectations

Track these names every morning.

PCE Inflation Accelerated Last Month

October FOMC: DéJà Vu As Warsh Risks Repeating Powell's Biggest 2021 Mistake

Inflation Accelerated in October, PCE Index Shows

Third-quarter U.S. GDP increases a better-than-expected 3.4% as September inflation accelerates

The Fed Is Impotent And Done Raising Rates

What matters in this story

Next reads from the same story arc

Fed's preferred inflation gauge rose in September as third-quarter GDP beats expectations

The Fed Is Impotent And Done Raising Rates

What matters in this story

Next reads from the same story arc

Fed's preferred inflation gauge rose in September as third-quarter GDP beats expectations

Track these names every morning.

PCE Inflation Accelerated Last Month

October FOMC: DéJà Vu As Warsh Risks Repeating Powell's Biggest 2021 Mistake

Inflation Accelerated in October, PCE Index Shows

Third-quarter U.S. GDP increases a better-than-expected 3.4% as September inflation accelerates