Every Zipp story tagged #ForwardGuidance, newest first.
Huang's doubling call lands as the rest of the AI supply chain is still ramping to catch Nvidia's first-mover scale, framing the next cycle as another up-leg rather than a digestion year.
The shorter statement, absent dot-plot additions, and a rising 2-year yield together tell the real story: the Fed isn't telegraphing cuts anymore, and the bond market is already doing the Fed's job…
Abandoning forward guidance strips markets of their primary tool for pricing future rate moves, forcing traders back to meeting-by-meeting uncertainty not seen since the pre-Bernanke era.
WatcherGuru
Benjamin Cowen