It's Fed day, and Kevin Hincks says investors should "lower their expectations" due to anticipation of Kevin Warsh giving little to no information in the press conference. The committee is expected to hold rate for October and raise in December. What Kevin does have strong expectations for: Microsoft (MSFT) and Alphabet (GOOGL) earnings. He believes the prints will curb fears around the AI trade, helped in part by earnings from SK Hynix (SKHY), Seagate (STX), and Vertiv (VRT) Tuesday evening and Wednesday morning. The lingering risk continues to be crude oil volatility as tensions mount in the Middle East.
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