#The Fed Hiked — So Why Didn’t Stocks Celebrate? 👀
The 25bp Fed hike was expected.
The market knew it was coming.
Yet the reaction was surprisingly muted:
📉 $SPY -0.44%
📉 S&P 500 -0.45%
➡️ $QQQ +0.03%
🟢 Gold +1.10%
So maybe the headline rate decision wasn’t the real story.
The market is looking past today and toward what comes next.
If inflation remains persistent and policymakers still see another hike ahead, the question becomes whether today’s prices already reflect that tighter path.
At the same time, there’s another side to the equation:
💰 Earnings remain solid
📈 Growth expectations haven’t collapsed
🏦 Major banks remain constructive on the economic outlook
That creates a tug-of-war:
Higher-for-longer rates vs. resilient corporate earnings.
For me, the key signal isn’t today’s 25bp move.
It’s whether the market can keep absorbing a potentially tighter Fed without earnings expectations breaking down.
👀 If another hike is already priced in, what happens if the Fed actually pauses next?
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- NancyZhang·14:53That SPY vs QQQ split matters more than the 25bp itself. Feels like rate sensitivity is getting repriced under the surface, and tech holding up is the early tellLikeReport