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Fed pause, not a cut promise: October28 benchmark3.75%–4.00%,10–2 vote; both dissenters wanted a quarter-percentage-point hike. Strong activity elevated inflation: policy facts, not a forecast. Borrowing costs still matter for households and AI infrastructure. Date called: October 29, 2026 SGT. Yesterday's close: $772.31 SPY, October28 completed NYSE Arca session, unadjusted yfinance; context, not a move attributed only to Fed. Cutoff: Oct29 19:00SGT, preceding24h; publication aftercutoff. Com
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