Dagens marknadsrykte

After its first 25bp hike in over three years, the Fed may not be done. CME puts the odds of another 25bp move in October at 55.4%, while the dot plot shows most officials expect at least one more hike this year. Energy, tariffs and AI infrastructure spending are keeping inflation hot, but growth, jobs and earnings remain resilient. With the 10-year yield above 5% and 30-year mortgage rates at 6.95%, are stocks and BTC truly absorbing higher rates, or betting this was a one-off?