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Market View: Kevin Warsh’s Fed Hikes Rates; Lumentum, Coherent, Generac and Salesforce Ride the AI Wave

Published on 17 Sep 2026
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Michelle Martin unpacks Kevin Warsh’s first Federal Reserve rate hike and Donald Trump’s response, before examining what it could mean for the yen, the Bank of Japan and the Bank of England. Also in focus: why Lumentum and Coherent led the S&P 500, Amazon’s Generac deal, Anthropic’s Singapore expansion and Salesforce’s US$63 billion target. Plus, Boeing’s 737 Max delays, Metrocon’s Catalist debut and ByteDance founder Zhang Yiming overtaking Gautam Adani as Asia’s richest person.

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