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Minutes after the Fed released its unanimous decision to hike interest rates by 25 bps in September, John Lonski points to "unfazed" consumers amid higher energy prices as the fulcrum tilting the FOMC toward its decision. He explains how the Fed can balance a still-strong consumer even as prices on goods across the U.S. climb. John touches on wording from the Fed on a "timelier" return to 2% inflation as a sign its focus remains on one side of the dual mandate.

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Mortgage rates are "extremely important" to driving Lennar (LEN) and its business, says Nick Raich, who points to a 7% rate as a strong headwind for it and the housing market. As the affordability gap for homeowners widens, Nick makes the case that a bottom is forming for sentiment and the stock price. That doesn't mean Lennar is exposed to "anemic" earnings growth.

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William Lee says the Fed can still surprise even as Wall Street braces for a greater than 90% interest rate hike Wednesday, especially if Kevin Warsh shows signs this hike is just "for face." Jeff Klingelhofer believes the Fed needs to put its foot down in maintaining independence by establishing chances of a rate hiking cycle to balance rising inflation with the U.S. economy. William disagrees with Jeff, arguing Warsh needs to "thread the needle very carefully" on how he addresses the fight against inflation.

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Does Muse change the Meta Platforms (META) AI thesis? Seema Shah says, not quite. While it's doing better than Threads and Meta AI did as this point of its life cycle, Seema argues it's behind OpenAI's ChatGPT, Alphabet's (GOOGL) Google Gemini, and other developing chat bots. Seema still believes Meta's latest AI innovation is a step in the right direction as it seeks to increase efficiency with existing customers while winning over new ones.

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Don Kaufman (@Theotrade) says the disconnect between Wall Street and Main Street is interesting, making the case for a convergence once the Fed announces its interest rate decision. He believes the State Street Industrial Select Sector SPDR ETF (XLI) is "wildly oversold" into the decision, sees a bearish opportunity in the iShares Bitcoin Trust ETF (IBIT) after a vote on the Clarity Act failed, and expects Meta Platforms (META) to hit strong resistance. Don offers example options trades for his picks while Rick Ducat dives into the technical trends in the charts.

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"If you strip out food and energy, we have one of the lowest inflation trends in recent years," says Dale Smothers, making the case that an interest rate hold is not off the table prior to the Fed's decision. Dale weighs inflation pains against the Fed's push to maintain independence as what he calls a "trapeze act" for Fed Chair Kevin Warsh. On the AI trade, he pushes back the idea of an AI slowdown due to the earnings ramp companies continue to see.

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Suryansh Sharma of Morningstar Wealth explains why he believes Lennar (LEN) shares are just off 3-year lows into the company earnings after Wednesday's close. He cites concerns across the housing market keeping the stock caged in bear market territory. Suryanash adds that he doesn't expect reprieve for the market until at least 2028. Tom White offers an example options trade for Lennar ahead of its earnings.

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Both Intel (INTC) and SK Hynix (SKHY) are reportedly in talks to form a new partnership that will make AI chips in the U.S. SK Hynix says it has not made arrangements with any specific companies at this time. Marley Kayden argues the deal will be a big win for Intel as it seeks to win over more customers for its foundry business. Prosper Trading Academy's Mike Shorr offers an example options trade for Intel.

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It's not what the Fed is going to do in Wednesday's interest rate decision that will move markets, but the FOMC's forward projections that will, says Cooper Howard of Charles Schwab. He says the chance of a hold is still on the table, something he sees raising long-term yields "substantially." Nathan Peterson addresses bond volatility on Fed Chair Kevin Warsh's willingness to offer more guidance on interest rate outlook. Both turn to the 10-year Treasury yield's "psychological level" at 5%.

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John Kosar's Asbury 6 model has been negative since August 31, something that he believes flashes warnings signs for a bumpy market road ahead. He explains why difficulty for the market to discount uncertainty is adding to investor hesitancy. John also points to the rollover in the Nasdaq-100 (NDX) and PHLX Semiconductor Index (SOX) as key indicators of overall weakness.

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