The Fed May Actually Want to Go Ahead With a Dodgy Hike

I think the best case scenario is that you have a dovish hike, and we've already seen Fed Fund futures kind of starting to tick up for June here. We have a VIX under 16 of where it was in early November of 2021 when the Fed did say that the battle inflation will start raising interest rates. So I don't think valuations make a lot of sense here. There's a lot of exciting things that are wrapped up in those two names right now that investors are looking to put past.