--- title: "☕️ [Task Coins Giveaway] Daily Market Talk — Fed Hikes 25bp Unanimously, Signals More Ahead" type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/100000000903364.md" description: "The Fed delivered its first rate hike in three years: 25bp to 3.75%-4.00%, unanimous 12-0, with the dot plot pointing to at least one more hike this year. Trump said rates should be at 1% or lower. Le..." datetime: "2026-09-17T03:02:05.000Z" locales: - [en](https://longbridge.com/en/topics/100000000903364.md) - [zh-CN](https://longbridge.com/zh-CN/topics/100000000903364.md) - [zh-HK](https://longbridge.com/zh-HK/topics/100000000903364.md) author: "[Captain's Watch](https://longbridge.com/en/profiles/24747427.md)" generator: "portal-rs" --- # ☕️ [Task Coins Giveaway] Daily Market Talk — Fed Hikes 25bp Unanimously, Signals More Ahead The Fed delivered its first rate hike in three years: **25bp to 3.75%-4.00%**, unanimous 12-0, with the dot plot pointing to at least one more hike this year. Trump said rates should be at 1% or lower. Let's dig in 👇 **💬 A unanimous hike, a hawkish dot plot, and a furious White House — does the Fed just risk its independence for 25bp?** ## 📊 Quick Recap — What Moved & Why ### 🇺🇸 US — Fed Hikes 25bp Unanimously, Signals More Ahead **🔑 Key Event:** **The Fed** raised rates **25bp to 3.75%-4.00%**, unanimous 12-0 — the first hike since 2023. The dot plot: 16 of 18 officials expect at least one more hike this year. Chair Warsh cited a strong economy, above-target inflation, and Middle East tension as reasons for the unanimous vote. > @koolgal : Cross-border yen borrowing, the ultimate carry-trade engine, has ballooned to $2.35 trillion... fasten our seatbelts, it's going to be a bumpy ride this week. **👀 Other to Watch** **Company news** - $SK Hynix(SKHY.US) reportedly in talks to lease Intel's Ohio site for memory chips, denied same-day as unfinalized. $Intel(INTC.US) **+4.03%** on AI-driven CPU demand reviving its old memory ambitions; SK Hynix ended flat **+0.02%**. - $Lumentum(LITE.US) **+9.59%** after raising long-term guidance and three banks (Deutsche Bank, Evercore, Redburn) initiating or raising price targets on AI optical demand. **Crypto** - **The CLARITY Act** failed again, 49-50 (short of 60) — $Circle(CRCL.US) **-6.78%**, $Robinhood(HOOD.US) -5.46%, $Coinbase(COIN.US) -4.42%, a second and smaller wave after Tuesday's bigger crash. **Macro** - $Dow Jones Industrial Average(.DJI.US) **-1.21%**, $S&P 500(.SPX.US) **-0.45%**, $NASDAQ Composite Index(.IXIC.US) flat at **-0.01%**. - JPMorgan sees 7 hyperscalers' combined capex hitting $1.58T by 2027 (from $443B in 2025); Goldman privately urged its top clients to hedge AI exposure. ### 🇸🇬 Singapore — STI Holds Up as Banks Gain Post-Hike **🔑 Key Event:** $FTSE Straits Times Index(STI.SG) closed Wednesday at 5,635.41, then edged up **+0.47%** to around 5,662 this morning. > @NewUser\_CkrdqW : The STI Index continues to fall, albeit the banks leading the way today... Not too worried as the banks are somehow still up even from comparing with last month. **👀 Other to Watch** - All three local banks rose post-hike: $DBS(D05.SG) **+0.33%**, $OCBC Bank(O39.SG) **+0.55%**, $UOB(U11.SG) **+1.55%**. ### 🇭🇰 HK/China — HSI Falls, Tech Names Lead the Decline **🔑 Key Event:** $Hang Seng Index(00HSI.HK) closed Wednesday at 24,713.78, then fell **-1.03%** to around 24,460 this morning, as HKD short-term rates rose to 4.25% in tandem with the Fed hike. **👀 Other to Watch** - Megacap tech led the decline, underperforming the index: $TENCENT(00700.HK) **-1.75%**, $BABA-W(09988.HK) **-1.60%**, $XIAOMI-W(01810.HK) **-0.99%**, $MEITUAN(03690.HK) **-2.62%**. ## 📅 Upcoming Key Events | **When (SGT)** | **What** | | ---------------------- | ------------------------------------------------------------------------------------------------------------- | | **Today, Thu 17 Sept** | 🇺🇸 Jobless claims, housing starts, Philly Fed index, 8:30pm; 🇪🇺 HICP final, 5pm; 🇭🇰 unemployment rate, 4:30pm | | **Fri 18 Sept** | 🇯🇵 **BOJ rate decision**, 8am; 🇺🇸 industrial production, leading indicators | | **Sun 20 Sept** | 🇨🇳 1-year Loan Prime Rate | | **Tue 22 Sept** | 🇺🇸 Richmond Fed index; 🇪🇺 consumer confidence (flash) | 👇 Drop your take (20+ words) & click "Repost" to earn 288 Task Coins ✨ 🚫 No duplicates · ⏰ Deadline: Sept 17, 2026, 11:59 PM SGT Not investment advice, just market talk 🙏 ### Related Stocks - [INTC.US](https://longbridge.com/en/quote/INTC.US.md) - [SKHY.US](https://longbridge.com/en/quote/SKHY.US.md) - [LITE.US](https://longbridge.com/en/quote/LITE.US.md) - [CRCL.US](https://longbridge.com/en/quote/CRCL.US.md) - [D05.SG](https://longbridge.com/en/quote/D05.SG.md) - [U11.SG](https://longbridge.com/en/quote/U11.SG.md) - [O39.SG](https://longbridge.com/en/quote/O39.SG.md) - [00700.HK](https://longbridge.com/en/quote/00700.HK.md) - [09988.HK](https://longbridge.com/en/quote/09988.HK.md) - [01810.HK](https://longbridge.com/en/quote/01810.HK.md) ## Comments (41) - **Zenden · 2026-09-20T04:32:01.000Z**: Wow - **optionspuppy · 2026-09-17T16:33:18.000Z**: 📈 I’ll watch these key events closely, especially the BOJ decision, China’s loan prime rate, and US economic data, as they could influence market sentiment and volatility.Will sell puts lower on some etf like spyg as market recovered @Captain's Watch - **Dacai · 2026-09-17T15:23:56.000Z**: The Fed has decided to increase the interest rate after all. For the time being, the risk of USD debasement trade will retreat. The next question is how many more rate hikes are on the horizon? - **NewUser_oPJWOU · 2026-09-17T14:08:38.000Z**: Singapore stocks took a breather as Bank shares and even reits rose slightly after the official rate hike by the FED last night. I think Reits will start to stabilise for some time, but the worst is yet to be over as officials still want a consensus 1 more rate hike by this year. - **NewUser_zS0M8w · 2026-09-17T13:56:14.000Z**: So the FED does indeed raise its interest rate by 25basis points, looks like I was wrong about Warsh taking the risky stance of maintaining position. However, as expected, Trump took to social media to continue to pile pressure and express his desire for lower interest rate; this is the first time W - **koolgal · 2026-09-17T07:55:06.000Z**: 🌟🌟🌟Crypto investors had a setback today as the Clarity Act failed to pass through the US Senate. Immediately a cold shiver ran through digital asset stocks with $Circle(CRCL.US)plunging over 11% overnight.What should investors do?Step Away from Crypto Stocks: Do not rush in to buy the dip on compa - **KellyWML · 2026-09-17T06:46:22.000Z**: One rate hke decided unanimously is highly anticipated by the market. Dot plot with 16 out of 18, expectations of further monetary tightening, sending a very hawkish signal. Revaluation of AI companies and rate sensitive sectors like property and bond markets may take the hit. So sit tight, buckle - **0wMYbg · 2026-09-17T06:31:09.000Z**: Personally, I didn’t thought that the stocks fell that much (yet) after the rates announcement. I guess most people are bracing for further hikes too - **MJ26 · 2026-09-17T06:30:24.000Z**: Now all eyes on Friday 🇯🇵 - **dingdongbell · 2026-09-17T06:13:54.000Z · 👍 2**: It looks like the Fed has decided to listen to the market and give them what they want. The Fed is not ‘independent’ after all! If they don’t listen to the president, they listen to the market. - **Heroic Lifesaver · 2026-09-17T06:10:04.000Z · 👍 1**: Well looks like it is the same old Fed after all! Haha…..for all the chest pumping and assertions that ‘this Fed’ is different from its predecessors, they are still following what ‘the market’ wants. - **Fattycat** (2026-09-17T06:22:14.000Z): 😆 - **The · 2026-09-17T05:28:00.000Z**: Fed raised their rate.US Stocks Intel, Lumentum, and SK Hynix increase. However, Circle, Robinhood, Coinbase, Dow Jones, S&P 500, Nasdaq decrease. Local Straits Times and banks’ shares rise. But Hong Kong Hang Seng Index, Tencent, Baba, Xiaomi, and Meituan shares reduce. Hope the companies can d - **TheCollector · 2026-09-17T05:27:17.000Z**: The dot plots are kind of redundant. Things can change quickly week to week. But I am still surprised it's a pretty large majority thinking of another rate hike this year. The more effective way to curb inflation is to replace the current POTUS. - **Tiffany lover · 2026-09-17T05:24:43.000Z**: The Fed raised rates by 25 bps to 3.75%-4.00%, with a unanimous 12-0 vote—the first hike since 2023. The dot plot shows: 16 of the 18 officials expect at least one more rate hike this year.Chairman Wash cited strong economic data, inflation above target, and Middle East tensions as reasons for the u - **TheCollector · 2026-09-17T05:24:27.000Z**: Warsh single vote would not have mattered. Trump did not plant enough allies there. It is in fact more logical for Warsh to vote unanimously to gain more credibility - **Fattycat · 2026-09-17T04:56:05.000Z · 👍 2**: Frankly speaking, I did not expect the Fed to raise rates. It feels like Warsh is going against what Trump would have wanted. I think we will see more tensions between them very soon 🫢🫣.Anyway, some good news closer to home. Enough of rate hike. Databricks and Anthropic are both investing in Singapo - **Shyon** (2026-09-17T10:17:31.000Z): Good news for Singapore! - **FaithAnchor · 2026-09-17T04:32:00.000Z**: $Circle(CRCL.US)Circle’s massive drop hurts. But the CLARITY Act is a reminder that regulation can change the story overnight. That’s the risk investors have to accept. - **LazyCat · 2026-09-17T03:53:23.000Z · 👍 1**: The dots in the 2027 plot are interesting as there were actually 3 members projecting rate cuts to 3.5%-3.75% and one projecting 3-3.25% (!) in 2027 while the rests opined target range to be either 4.00%-4.25% or 4.25%-4.5%. The accompanying SEP projected PCE inflation to fall from 3.7% at end 2026 - **Fattycat** (2026-09-17T04:41:30.000Z): I guess wrongly. Kevin Warsh did not listen to his hiring boss😝 - **LazyCat** (2026-09-17T05:12:36.000Z): I am waiting for Trump to reveal the nickname or moniker for Walsh. - **Vt3 · 2026-09-17T03:51:50.000Z · 👍 1**: 📌🇺🇸 Due to its heavy debt burden, they left no choice but to breakdown in frequency to increase and not decrease that is common sense. However, the core hyerscalers and AI prime leaders already made their last firm standing at last ALL IN Summit, including to a must to implement 🆕 AI Safety Framewor - **Vt3** (2026-09-17T03:52:39.000Z): 📌By doing so meaning safety layers sure must come in along side to ride this thru with more AI Compute as I last seen over the last 2 sessions, was healthy ride. Just more placing their early bets on - **Vt3** (2026-09-17T03:53:55.000Z): 📌So, only by doing do, is to maintain control over the superintelligence AI and robotics coming in massive scale as more and not less Data centres already on its way to complete. 🇺🇸 is a major superpo - **Vt3** (2026-09-17T03:55:00.000Z): 📌While Monday was a fear crashing in 🔴 globally. Last 2 sessions shown that market started to ride with logic over fears and it ended with 🍀🍀. Left 2 more sessions to understand its pattern of the mar - **NewUser_CkrdqW · 2026-09-17T03:36:37.000Z · 👍 1**: I think it's great that the stock market has stabilised even after rate hike, with most of the negativity having already priced in the past few trading days leading up to FED's decision. FED's stance looked really firm for the first time since Warsh took over, with clear signals that there might be - **Fattycat** (2026-09-17T04:42:21.000Z): Late selling may come in. Becareful. 🙂 --- > **Disclaimer: This article is for reference only and does not constitute any investment advice.**