Morning Dose #293: Selective Offensive: Trading the Fed’s Hawkish Pivot – Monday 6/22/2026

The market faces a fierce tug-of-war between geopolitical stability and a hawkish Federal Reserve. While yields scream and the yield curve tightens, a split market emerges where semiconductor leaders soar and service laggards crumble. The actionable playbook focuses on selective offensive strategies, capitalizing on M&A catalysts and sector leaders while avoiding falling knives. The post Morning Dose #293: Selective Offensive: Trading the Fed’s Hawkish Pivot – Monday 6/22/2026 first appeared on WaveRider Reads: Trading Books Unpacked.