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Fed's messaging on rates and my watchlist
Hearing a lot of talk about a 'higher for longer' narrative gaining traction after recent Fed commentary. It definitely pushes me to re-evaluate the growth names on my watchlist. $AIQ currently at 63.84, showing some resilience today, but the broader sentiment could pressure future earnings for similar profiles. Keeping an eye on upcoming CPI for any data-driven shifts in tone.
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Yeah, I'm feeling that pressure on growth names too. What kind of metrics are you looking at to re-evaluate them in this "higher for longer" environment? I'm curious if there's a different way to think about them now.