WS #10045
Fed holds rates steady at 3.5%-3.75%, signals hawkish tilt with 9 of 18 FOMC members projecting a rate hike in 2026; Warsh drops forward guidance, establishes task forces, and reaffirms 2% inflation commitment. META down 4% while semiconductor stocks (MU, AMAT, LRCX) see analyst upgrades and large dark pool buying, indicating rotation out of mega-cap tech into semis.
Fed Hawkish Hold Under Warsh
Fed holds rates steady at 3.5%-3.75%, signals hawkish tilt with 9 of 18 FOMC members projecting a rate hike in 2026; Warsh drops forward guidance, establishes task forces, and reaffirms 2% inflation commitment.
META down 4% while semiconductor stocks (MU, AMAT, LRCX) see analyst upgrades and large dark pool buying, indicating rotation out of mega-cap tech into semis.