- Inflation is more and more broad based
- Further rate hikes needed, need to go beyond neutral
- Appropriate to start QT next year
Schnable: It's clear the risk of a recession has gone up but if there's a recession it's unlikely to be deep and prolonged.
Schnable: It's clear the risk of a recession has gone up but if there's a recession it's unlikely to be deep and prolonged.
Most Popular
Sponsored
Oil drops 3% on Iran-US deal hopes to reopen Hormuz. Traders eye traffic restoration.
Oil drops below $90 as Iran-US deal may reopen Hormuz in 1 month. Traders eye supply boost.
SK Hynix hits $1T valuation, joining Micron. AI chip rally fuels massive gains, proving AI's underhyped potential.
Dow hits record high on oil's retreat & AI optimism. Chip stocks pare gains, data centers slide.
Big Tech backs data center climate initiative. Hyperscalers deploy clean tech, boosting ESG valuations.
Nvidia's AI demand is parabolic! CEO Huang sees compute equaling revenue, hinting at a potential 3x stock surge.
Robinhood's AI agents automate trades & payments. Limited capital access, but P&L tracking & safeguards exist.
Sponsored
Must Read