Bob Michael says the Fed's hawkish tilt is a real shot across the bow; half the committee expects rate hikes this year, making a hike possible given inflationary pressures from AI spending and the Iran war.
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implicit
RUT
Oil
Metals
USD
JPMorgan
9.2
Investment Bank $3170.00B
Bob Michael 9.0
Investment Bank $3170.00B
Bob Michael 9.0
6/18/2026 1:57:40 PM
ndx
Hawkish Fed tilt and potential rate hikes are negative for growth stocks, implying cautious downside for Nasdaq.
yields
It is a hawkish tilt from the committee; half the committee is expecting rate hikes this year.
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| 5/29/2026 10:05:50 PM | medium term cautious down | 21 days later | +0.76% | -0.38% |
| 5/26/2026 2:08:46 PM | short term up | 5 days later | -0.13% | -0.13% |
| 5/22/2026 2:18:11 PM | medium term cautious up | 22 days later | -1.95% | -0.98% |
| 5/21/2026 9:57:13 PM | medium term sharp up | 20 days later | -2.08% | -3.13% |
| 5/21/2026 9:55:02 PM | medium term sharp up | 20 days later | -2.08% | -3.13% |
| 5/21/2026 7:18:44 PM | medium term cautious up | 20 days later | -2.08% | -1.04% |
| 5/21/2026 11:46:46 AM | medium term sharp up | 20 days later | -2.08% | -3.13% |
| 5/21/2026 10:34:29 AM | medium term up | 20 days later | -2.08% | -2.08% |
| 5/21/2026 9:18:32 AM | medium term sharp up | 20 days later | -2.08% | -3.13% |
| 5/21/2026 9:17:57 AM | short term up | 5 days later | -1.69% | -1.69% |
| 5/18/2026 1:19:26 PM | short term up | 5 days later | -2.34% | -2.34% |
| 5/16/2026 12:08:42 AM | short term up | 6 days later | -1.41% | -1.41% |
| 5/16/2026 12:06:16 AM | short term up | 6 days later | -1.41% | -1.41% |
| 5/13/2026 10:40:42 AM | medium term up | 20 days later | +0.67% | +0.67% |
| 5/12/2026 2:35:01 PM | short term up | 5 days later | +3.17% | +3.17% |
| 5/11/2026 3:12:21 PM | medium term up | 20 days later | +0.27% | +0.27% |
| 5/6/2026 7:59:28 AM | medium term up | 20 days later | +2.03% | +2.03% |
| 5/5/2026 9:11:37 AM | short term cautious up | 5 days later | +1.24% | +0.62% |
| 4/30/2026 2:45:27 AM | short term up | 5 days later | -0.50% | -0.50% |
| 4/30/2026 2:09:30 AM | short term cautious up | 5 days later | -0.50% | -0.25% |
| 4/30/2026 1:27:38 AM | short term cautious up | 5 days later | -0.50% | -0.25% |
| 4/29/2026 12:00:22 AM | medium term sharp down | 20 days later | +4.15% | -6.22% |
| 3/31/2026 2:37:12 PM | medium term cautious up | 20 days later | -0.63% | -0.31% |
| 3/13/2026 9:15:48 PM | short term up | 7 days later | +2.70% | +2.70% |
| 3/11/2026 11:21:40 PM | short term up | 5 days later | -1.66% | -1.66% |
| 3/5/2026 1:17:37 AM | short term cautious up | 5 days later | +1.81% | +0.91% |
| 3/2/2026 6:25:12 PM | short term up | 5 days later | +1.90% | +1.90% |
| 2/14/2026 1:07:19 AM | medium term cautious down | 20 days later | +1.90% | -0.95% |
| 2/6/2026 5:06:02 PM | medium term cautious down | 21 days later | -3.57% | +1.79% |
| 1/23/2026 5:36:13 AM | medium term up | 21 days later | -3.73% | -3.73% |
| 1/16/2026 1:47:58 AM | medium term up | 21 days later | -0.78% | -0.78% |
| 1/16/2026 12:23:05 AM | medium term up | 21 days later | -0.78% | -0.78% |
| 12/11/2025 1:18:26 AM | short term down | 5 days later | -1.03% | +1.03% |
| 12/10/2025 9:25:29 AM | medium term cautious down | 20 days later | +0.53% | -0.27% |
| 12/1/2025 2:17:57 PM | medium term up | 20 days later | +2.03% | +2.03% |
| 11/21/2025 1:54:47 PM | medium term up | 21 days later | +3.57% | +3.57% |
| 11/7/2025 6:12:18 PM | medium term cautious down | 21 days later | -0.34% | +0.17% |
| 11/4/2025 12:53:31 PM | medium term cautious up | 20 days later | -3.73% | -1.86% |
| 10/30/2025 1:40:41 PM | medium term cautious up | 20 days later | +0.12% | +0.06% |
| 10/29/2025 8:30:24 PM | short term cautious down | 5 days later | -0.10% | +0.05% |
| 10/21/2025 2:15:04 PM | short term cautious down | 5 days later | +1.11% | -0.56% |
| 10/18/2025 12:19:19 AM | short term sharp down | 5 days later | -0.25% | +0.37% |
| 10/17/2025 9:07:08 PM | short term cautious down | 5 days later | -0.25% | +0.12% |
| 10/16/2025 5:42:00 PM | medium term cautious up | 20 days later | +2.15% | +1.07% |
| 10/1/2025 3:11:20 PM | medium term cautious down | 20 days later | -3.30% | +1.65% |
| 9/30/2025 10:13:15 PM | medium term cautious down | 20 days later | -3.48% | +1.74% |
| 9/22/2025 5:25:48 PM | medium term up | 20 days later | -1.67% | -1.67% |
| 9/17/2025 6:49:25 PM | medium term cautious down | 20 days later | +0.61% | -0.30% |
| 9/11/2025 11:57:02 PM | medium term cautious up | 20 days later | +0.66% | +0.33% |
| 9/11/2025 4:51:16 PM | short term down | 5 days later | +0.37% | -0.37% |
| 9/10/2025 9:53:06 PM | short term cautious down | 5 days later | +0.37% | -0.19% |
| 9/10/2025 6:33:02 PM | short term cautious down | 5 days later | +0.37% | -0.19% |
| 8/28/2025 1:07:30 PM | short term cautious down | 5 days later | -0.38% | +0.19% |
| 8/15/2025 9:10:00 PM | short term cautious down | 7 days later | -1.52% | +0.76% |
| 8/12/2025 4:29:28 PM | medium term cautious up | 20 days later | +0.92% | +0.46% |
| 8/8/2025 2:04:22 AM | short term cautious down | 7 days later | +1.59% | -0.80% |
| 8/4/2025 11:59:32 PM | short term down | 6 days later | +1.84% | -1.84% |
