The next 72 hours: Fed rate hike odds, Anthropic's IPO filing, and Iran talks
Three things could shake markets this week, and the take is bullish on the dip despite the near-term mess.
- A first interest rate hike in over three years now looks likely, with markets pricing in three or more by April.
- Anthropic is quietly circulating its IPO paperwork, and its "profitable" claim strips out stock pay, cloud costs, and model training.
- Iran pushed back its meeting with Gulf neighbors, keeping oil near recent highs and futures red.
- History says markets usually rally in the months after midterms, so the dips look like buying chances.
- The AI boom is treated as a party that's still early, not one about to be shut down.
Outlook: Expect bigger swings into the Fed decision, with a possible Iran deal before the election as the trigger for a rebound.