Morning Dose #342: Hawkish Fed, Bullish Tape: Trading the Disconnect – Friday 9/18/2026

Episode summary

The Fed hiked rates to 3.75-4%, signaled more hikes ahead, and pushed rate cuts out to 2028 — yet futures rallied anyway. The hosts break down the improving-but-narrow breadth picture, the tech-led sector rotation, and lay out a Continuation-scan playbook with CRT and BBT action codes for the session ahead.