---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000903374.md"
description: "For me, the bigger story is not the 25bp hike itself, but how firmly the Fed is signalling that rates may stay higher for longer. A unanimous 12-0 decision, together with 16 of 18 officials still seeing at least one more hike this year, tells me inflation remains the key concern despite the growing pressure from the White House. Trump calling for rates at 1% or lower is a very different message from the Fed’s current stance, which makes the question of central-bank independence even more important for markets.I am not changing my long-term AI and semiconductor thesis because of one rate hike, but I am becoming more selective about adding. Higher-for-longer rates can pressure high-valuation growth stocks and increase volatility, so I would rather use sharp pullbacks to accumulate quality names gradually instead of chasing strength. For me, this is a period to stay patient, manage position sizes, and let the market give me better entry points."
datetime: "2026-09-17T03:12:16.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000903374.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000903374.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000903374.md)
author: "[Shyon](https://longbridge.com/en/profiles/2074437424523595776.md)"
generator: "portal-rs"
---

# For me, the bigger story is not the 25bp hike itse…


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## Comments (2)

- **Fantastic · 2026-09-17T03:45:04.000Z · 👍 1**: if independence were actually in doubt it would show at the long end first, breakevens out past five years rather than anything in the front of the curve.
  - **Shyon** (2026-09-17T04:05:36.000Z): That is a fair point. I agree the long end and inflation expectations are important signals to watch when assessing whether Fed independence is actually being questioned by the market. For me, the fro


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> **Disclaimer: This article is for reference only and does not constitute any investment advice.**