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Arm AI | Alan Brazil | Reemergence of A Wage-Inflationary Cycle

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USD rates massacre

There was a bit of a massacre on the front-end of the USD rates curve following the CPI release. We're now back to 3 rate cuts in 2024, consistent with official Fed guidance. It's a good thing they didn't flip-flop at the last FOMC meeting regarding the out...

 

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Arm AI | Alan Brazil | Reemergence of A Wage-Inflationary Cycle

What happens next in housing, inflation, and the economy. SoftBank’s Son vindicated with big bet on Arm