Latest / Market Pulse by Orestes Capital
October 28, 2026 - AI Stocks Defy a Hawkish Fed — Is Wall Street Ignoring the Warning?
The Fed is flashing warning signs. Wall Street's AI trade isn't listening.
The Federal Reserve held interest rates steady at 3.75%–4.00%, but a rare 10–2 split revealed growing pressure for tighter monetary policy. Two officials wanted another rate hike, inflation remains elevated, and yet AI-linked stocks continue to attract investor enthusiasm.
So what's driving this remarkable disconnect between monetary policy and equity markets?
In today's Market Pulse, we examine the resilience of the AI investment boom, the Fed's increasingly hawkish divide, and the market's willingness to look past…
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