Fed hikes, oil and AI risks put markets to the test 9/17/26
Summary
US equity futures rebounded after the Fed’s first rate hike since 2023, with Chair Kevin Warsh signaling a hawkish stance on persistent inflation. The episode features analysis from economists and strategists debating whether this marks the start of a hiking cycle, alongside a discussion on emerging markets’ strong performance driven by AI and semiconductor demand. Additionally, the show covers President Trump’s threats of EU tariffs, potential diplomatic meetings regarding the Iran conflict, and growing pushback from tech CEOs against slowing AI development.
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