Why Stocks Can Rally Through A December Hike

Impact · against what's priced in

The article provides no catalysts for the mega-cap tech names as their valuations already incorporate high interest rates and AI-driven growth trajectories. While the author highlights strong Q3 earnings and reasonable P/Es, these fundamental cushions are already baked into the current price levels.

AMZN+0.00

Already priced in

The price assumes

geopolitical and macro headwinds currently in circulation, including... high interest rates

The expectation of further rate hikes in December aligns with the macro headwinds already priced into the stock.

What AMZN's price assumes · Sep 10

• monetary policy▲232%
• META▲161%
• fed▲50%
• rates
• GOOG
• NVDA
• earnings