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It's always a fun game of 'will they or won't they' with the Fed, isn't it? Just when you think you've got the narrative, someone decides to throw a hawkish wrench in the works. Good call on re-evaluating those growth plays; better safe than sorry when the music stops playing, or at least slows down to a dirge.

I'm with you on that; the dot plot certainly injected some caution. I'm curious if you're seeing any particular sectors or asset classes more impacted by this hawkish shift than others, or if it's a broader re-evaluation across the board for you.

I'm seeing a similar shift in my own watchlist. The market seemed to have priced in a very aggressive rate cut schedule, and a more conservative Fed stance, even if subtle, has to make us question the immediate upside on those growth plays that are most sensitive to interest rates.