A bit more hawkish...or less dovish if you wish referencing new inflation expectation vision.
The market is discounting mech, started to see less Fed support, not eliminated, but less.
Stronger USD and weaker? you bet - bitcoin by 5%...after 1M forecast in early morning.
Same as dot coms in 2000 - no limits in growth.
SPACs have plunged.
Wondering if EV stocks with no earnings to repeat networkers and dot coms in 2000.
But the big difference - the Fed. In 2000 we had no Fed supports and even actions against the fliers.
This year - even with weaker support due to inflation the Fed still will provide support.