The Fed's Interest Rate Resolution Strikes

Until about 1:30 U.S. Eastern Time (that is, half an hour before the announcement of fomc), a part of $Amazon(AMZN.US)$ kicked off in advance, and at this time the most sensitive banking sector was especially $Goldman Sachs(GS.US)$ . Also has unusual behavior.

With the announcement of fomc, it was first announced that the interest rate would continue to be maintained at 0%, which was within the market's expectation of 99.99%.

Immediately afterwards, Powell announced the opening of the taper curtain and a quota of 15 billion US dollars, which is fully expected, and will purchase xx in December and accelerate the withdrawal, as well as the complete withdrawal until the middle of next year. At this time, the market can't sit still, which is reflected in the towering of $E-mini NASDAQ 100 Futures(SEP4)(NQmain.US)$ at that moment and the rapid increase in trading volume. At this time, some longs and some shorts quickly completed unexpected replenishment. It should be said that the announcement time of the entire taper is fully in line with market mainstream expectations. However, on the taper quota, the fed did not follow the $20 billion quota expected by some hawkish market participants, and the corresponding betting on this part of the short position needs to quickly complete the cover-up action. At the same time, as part of the expected landing and rapid expansion of the increase, some longs chose to close their positions.

It is also at this time that the market for forward treasury bonds and currency interest rates increased the probability of raising interest rates in mid-June next year and the probability of raising interest rates, which is reflected in $Apple(AAPL.US)$ $NVIDIA(NVDA.US)$ The technology led by quickly fell back and at the same time, $JPMorgan(JPM.US)$ led the emergence of $Dow Jones Industrial Average(.DJI.US)$ and Financial Industry ETF-SPDR. But then the Cboe 10-year Treasury bond interest rate quickly dropped again, so everyone saw the unusual bulge of the banks after the technology.