The Fed Wants to HIKE — But Iran Just Blew Up Their Inflation Case

📅 New episodes every Thursday at 6AM ET and Sunday at 7PM ET — market updates, prep, momentum plays, and trade ideas.💸 Support Stonkcast: If you're getting value, consider buying Brandon a coffee or helping cover production costs. 🔗 https://paypal.me/stonkcast📈 Level Up Your Charts: Get $15 off TradingView — the charting platform I trust every day. 🔗 https://tradingview.com/?aff_id=154886🛒 Shop Stonkcast Merch: 🔗 http://stonkcast-shop.fourthwall.com/collections/all🐦 Follow on X: 🔗 http://x.com/StonkcastShow🎧 Listen On-the-Go: Catch every episode on your favorite podcast app. 🔗 https://pod.link/1791475353The Fed just flipped from planning a rate cut to threatening a rate hike — in new Chair Kevin Warsh's first meeting. We break down the hawkish dot plot, the deleted "easing bias," and the market's whipsaw reaction.The twist: a US-Iran framework deal sent oil tumbling just two days earlier, undercutting the inflation case the Fed leaned into. We unpack what that collision means for rates, bonds, and your portfolio.Plus: the staggering retail rush into SpaceX (more than the entire Magnificent Seven combined), its $60 billion Cursor acquisition and the new "FAB 10" idea, a macro check on oil and the cracking AI/semiconductor trade, the hidden catch in the Iran deal, and a short trading week with U.S. markets closed Friday for Juneteenth.⚠️ Disclaimer: This content is for educational purposes only and should not be considered financial advice. Investing involves risk. Always do your own research or consult a licensed professional before making any investment decisions.#StockMarket #Investing #FederalReserve #FOMC #RateHike #SpaceX #Iran #OilPrices #MidweekCheckIn #Stonkcast #AIStocks