Forget Rate Cuts. Kevin Warsh Is Coming and These 2 Iconic Stocks Under $30 Thrive When Inflation Runs Hot

Core PCE is still running above 3%, and prediction markets now assign higher odds to a Fed rate hike than a cut over the next 12 months. The article highlights a more hawkish policy backdrop under incoming Fed Chair Kevin Warsh and a rotation by retail investors into inflation-defensive names. This points to tighter-for-longer rate expectations and a defensive risk posture across markets.

Analysis

Core PCE is still running above 3%, and prediction markets now assign higher odds to a Fed rate hike than a cut over the next 12 months. The article highlights a more hawkish policy backdrop under incoming Fed Chair Kevin Warsh and a rotation by retail investors into inflation-defensive names. This points to tighter-for-longer rate expectations and a defensive risk posture across markets.