Fed's Hawk Talk and What It Means for Rate-Sensitive Sectors

The Fed's recent tone, still hawkish despite a few softer inflation prints, makes me question how much upside is left in some of these rate-sensitive sectors. While the market has priced in cuts, the rhetoric suggests they're in no rush, and the "higher for longer" narrative continues to gain traction. I'm keeping a very close eye on the regional banks and anything with significant debt on the balance sheet, as continued elevated rates could present a drag. Even growth names might struggle if the cost of capital remains prohibitive, although $CSPR at 6.78 seems to be holding steady in this environment, which is interesting.