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07/28/2026 21:21
Release： 07/28/2026 21:21
Update： 07/28/2026 22:55
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FOMC imminent—Despite PCE cooling and strong earnings, semiconductor stocks sell off

Today’s Perspective
Tonight’s FOMC meeting is not about whether rates will be raised, but about how much inflation deceleration the committee is willing to accommodate while leaving room for tightening. In semiconductors, both record results and a drop in stock prices occurred simultaneously. What they have in common is that the market is starting to assess not only current data but also the next quarter.

Key Points This Time

01｜FOMC
Reading beyond the hold

Treat the statement, the vote, and the post-meeting U.S. 2-year yield as a single outcome to confirm.

02｜Semiconductors
Strong results and declines coexist

It is necessary to separate current performance from the outlook that the market prices in.

03｜Equities
All declines vs. leadership rotation

Indices and sectors other than semiconductors become the material for judging price moves.

Two twists I want to confirm today

Inflation indicators are decelerating, so why can’t the Fed relieve its vigilance? Why was SK Hynix, which showed demand exceedance and record-high profits, sold off? Going forward, I will organize in order the estimated PCE, the latest changes among Fed members, and the supply structure embedded by the semiconductor market.