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EdmundK

Hot PCE re-accelerates and puts October hike back above 70% contradicting Williams dovish take ahead of Oct 28 meeting, yet Micron proves AI supercycle decoupling with 16 strategic agreements for $100B RPO and $22B customer deposits, sustaining pricing power through fiscal 2027 and justifying $1500 to $1625 consensus.

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Captain's Watch
Featured☕️ [Task Coins Giveaway] Daily Market Talk — PCE Tests the Fed, Micron Tests the Memory Boom

Fed's Williams saw "no need for urgency" on the next hike, cutting October odds to a coin flip ahead of tonight's PCE. Then Micron reports before dawn Thursday, with Street targets from $1,100 to $2,0...

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