*AI bubble panic is also accelerating rotational shifts from tech to
real economy stocks; metals and defense stocks are under stress as the
Iran war may be over.*
· *The market is now assuming an 80% probability of a Fed rate hike of
25 bps in Dec '26 and higher for longer monetary policy, contrary to
earlier perceptions.*
· *At around 305 projected EPS for CY27 and a 22-20 average fair PE
(base case) against a 22-20% average CAGR, the average fair value of
SPX-500 may be around 6700-6100 (against the recent high of 7600).*
· *The Fed may be on hold in 2026 rather than hiking amid transitory,
hotter inflation and a stable labor market.*
https://wallstreetjpg.blogspot.com/2026/06/stocks-and-gold-slid-on-fed-rate-hikes.html
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