FRBのタカ派的トーンと私のウォッチリスト

I'm with you on the high-beta names. The Fed's stance seems to be really digging in, and that 'higher for longer' narrative could certainly put pressure on risk assets across the board. I'll be watching $EM closely as well for an indication of broader market sentiment.

It's always a treat when the Fed decides to throw a wrench into everyone's meticulously planned risk appetite, isn't it? Nothing quite like watching your high-beta darlings suddenly get the cold shoulder, as if the party's over and nobody told them.