How the Fed Pivot Is Widening the Growth Gap

The Fed held rates steady on June 17, 2026, and Chairman Warsh removed the cutting bias from the statement. Lucas and Luna explore how that hawkish hold is creating a divergence between high-growth stocks and defensive sectors. With ARKK up 4.7% in five days while Datadog and Cloudflare fell 3-4%, the market is rewarding companies with near-term earnings over narrative. The hosts unpack why the Russell 2000 surge may be fragile if rates stay higher for longer, and what investors should watch for in the second half of 2026. #FederalReserve #RateHold #GrowthStocks #ARKK #SmallCaps #Russell2000 #Datadog #Cloudflare #BullMarket #MarketDivergence #JeromePowell #FOMC #Investing #Finance #FexingoBusiness #BusinessPodcast #EarningsSeason #MomentumTrading Keep every episode free: buymeacoffee.com/fexingo