Did anyone else actually read the FOMC minutes or did we all just watch the green candles? The January meeting minutes dropped yesterday. Several officials openly discussed hiking rates if inflation stays elevated. Not "holding longer." Hiking. The economy got upgraded from "moderate" to "solid." Rate cut is now June at the earliest. Meanwhile the S&P closed at a record 6,891. Same day. Bitcoin didn't get the memo about everything being fine — dropped to $66,771. Oil spiked 4% because Vance basically threatened to bomb Iran. So we've got equities at all-time highs, the Fed flirting with hikes, crypto in extreme fear, and crude pricing in a Gulf conflict. All at once. What exactly is the market pricing in right now? Because it feels like four different realities.
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