المنشور

#SeptHike60Odds A September Fed hike is becoming the market's base case 👀 Odds are near 60% after 162K payrolls and 4.1% unemployment, while some policymakers argue rates still aren't restrictive enough. What caught my attention is what's keeping inflation alive: energy shocks and the AI boom itself. More data centers mean more demand for power, chips and infrastructure. AI may boost productivity long term, but right now it could also make the Fed's inflation fight harder.