WEDNESDAY, SEPTEMBER 16, 2026: The Fed hiked for the first time since 2023, the 10-year Treasury jumped back to 5%, and Trump immediately demanded 1% or lower. Ukraine says it's ready for an energy ce

The 10-year Treasury didn't wait for the policy announcement—yield climbed back to 5% after the Fed hiked. Warsh flagged inflation risks. Prediction market says 98.5% odds the fed funds upper bound is above 3.75% after Oct 28. Trump wants 1%. Good luck. Ukraine "ready for energy ceasefire" with Russia, per CBS. Oil already fell after the U.S. said the damaged Saudi pipeline restarts in days. But diesel crack spreads exploded to a record as Russia weighs a longer export ban. Watch the crack, not just crude. AI panic hit tech stocks, but $NVDA's growth engine is intact. $AAPL is reportedly considering servers with in-house chips and Nvidia networking gear. Data-center capex grew 92% in Q2 2026 on AI demand and memory costs. $NVDA $AAPL SK Hynix is in talks with $INTC to make memory chips in the U.S. for the first time, per Reuters. $INTC jumped on the report. This is a big signal for U.S. semiconductor supply chains and memory pricing. $MU is the read-through. $KBH fell 1.9% on 1.7x aver

The 10-year Treasury didn't wait for the policy announcement—yield climbed back to 5% after the Fed hiked. Warsh flagged inflation risks. Prediction market says 98.5% odds the fed funds upper bound is