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The Fed lifted its benchmark rate by 25bp to 3.75-4.00%, its first hike in three years, reviving concerns over equity valuations under tightening. Jim Cramer argued on CNBC's Mad Money that history shows stocks do not fall throughout an entire tightening cycle, framing hikes as a short-term drag but a long-term positive once inflation is contained. The read hinges on the path of UST yields and inflation prints: a sustained rise in real rates would keep pressure on long-duration growth names and high-beta risk assets including crypto, while cooling inflation data would let the market reprice the terminal rate lower and support selective equity exposure."]} {"title":"Cramer: No Need to Flee Stocks in a Fed Hiking Cycle, but Be Selective","summary":"The Fed lifted its benchmark rate by 25bp to 3.75-4.00%, its first hike in three years, reviving concerns about equity valuations under tightening. Jim Cramer argued on CNBC's Mad Money that history shows equities do not stay weak throughout an entire hiking cycle, calling rate increases a short-term negative but a long-term positive if inflation is brought under control. The transmission runs through real rates and discount rates: sustained yield increases keep pressure on long-duration growth names and high-beta risk assets including crypto, while a cooler inflation print would let markets reprice the terminal rate lower and reward selective equity exposure.
As a Market signal, watch whether it changes price action, volatility, or flows around GSPC, IXIC, BTC.
Original Source: 연합인포맥스
This page is market information analysis, not investment advice.
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