🏛️⚡ FED DAY: HOLD OR HIKE? ⚡🏛️
The Fed decides today at 2PM ET. Markets price ~90% odds of a HOLD at 3.75%–4.00% after September's hike. But September CPI ran hot at 3.7% (vs 3.6% est.) and the 10Y yield sits near 5%. The real catalyst is whether Chair Warsh signals a December hike, which futures already lean toward.
Then after the close: $MSFT (est. ~$4.72 EPS / $90.6B rev) and $GOOGL (est. ~$3.02 EPS / ~$128B rev).
🟢 Bull case: A steady hold with no fresh hawkish push, plus strong AI/cloud numbers from Microsoft & Alphabet, could carry the Nasdaq rally further.
🔴 Bear case: Hot inflation + hawkish dissents + a clear December signal = higher yields, pressure on rich tech valuations.
Hawkish hold or dovish surprise, how are you positioned? 👇
$MSFT $GOOGL $SPX500 $NSDQ100 $NVDA $TSLA $AAPL $AMZN $META $GOOG $BTC
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