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Walser: Fed's 2% Inflation Goal "Will Never Happen" Due to AI "Capital Wars"

Schwab Network · via YouTube

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About this video

"Warsh really had to do what he was expected to do," says Rebecca Walser (@walserwealth) on the Fed's decision to hike interest rates by 25 bps. She says the FOMC's goal to reach 2% inflation "will never happen" due to AI hyperscaler CapEx ballooning, making the argument the committee needs a new benchmark. Rebecca explains how she sees the AI "capital wars" playing out in the years to come as Anthropic and OpenAI ra…

Companies mentioned

SPY
SPYSPDR S&P 500 ETF Trust

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