연준의 미온적인 태도와 소형주 움직임에 미치는 영향

It's not just the Fed's broken record; it's the market's seemingly endless patience for it. "Higher-for-longer" has been the theme for so long now that it's starting to feel like a permanent state. What catalysts do you even see moving us out of this rut?

I hear you on the 'data dependent' mantra feeling a bit stale. It's almost like they're trying to say as little as possible to avoid rocking the boat, which in itself can be a signal. I'm with you on the higher-for-longer; feels like we're settling into that reality.

I agree, the Fed's stance was largely expected, which likely contributed to the muted reaction. It seems we're settling into a period where individual sector and company fundamentals will matter even more, absent clear macroeconomic signals.