AI’s CapEx Frenzy Hits Wall of Fed Hawkishness | Weekly Roundup

Transcript

The fact that they're not going to have the jobs data for that December meeting exploded odds. So now we're only at like a 29% odd of a cut in December. The Ford inflation is actually rolling over as nominal yields are rising. This is causing I think the liquidity suck and everyone's selling the riskier parts of the market. But it really hinges on ... Read More