Fed's March 2026 Pivot: Sector Rotations & Risk Asset Repricing

The Federal Reserve's March 17-18, 2026 FOMC meeting just concluded, and the policy signals are driving aggressive sector rotation across equities, bonds, and crypto. With inflation holding at 2.4% year-over-year and the Fed maintaining rates at 3.5% to 3.75%, defensive sectors are outperforming while risk assets face repricing pressure. We break down the energy and utilities surge, tech sector internal rotation, crypto vulnerability after seven straight FOMC declines in 2025, and the institutional shift toward quality factors. Plus, what Micron's 457% earnings surge and widening credit spreads tell us about where money is flowing next. Critical intel for navigating the current hawkish hold environment and positioning for the extended higher-for-longer regime.

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This episode was published on March 18, 2026.

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