Spending trillions on AI, defense, and climate. The new pillars of growth?
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摘要
#fed #interestrates #inflation #stockmarket #investing #economy #macro #finance #trading #markets
Could Kevin Warsh be forced to raise rates? Trader Talk host discusses the real possibility facing the next Fed Chair with Eddie Ghabour, CEO of Key Advisors Wealth Management, and Jay Pelosky, Founder of TPW Advisory.
There's a new playbook for Wall Street. On this episode of Trader Talk, host Kenny Polcari is joined by Jay Pelosky, Founder of TPW Advisory, and Eddie Ghabour, CEO of Key Advisors Wealth Management, to discuss how changes in AI, defense, and climate are rewriting the playbook for investors.
Chapters
0:00 Intro: Fed, Warsh, Data Week
1:09 CapEx Supercycle; AI + Defense + Climate
3:19 Fiscal Space; Non‑us & Em Leadership
6:21 US View: Growth, Semis, 10‑year Risk
8:09 Warsh Hawkish? Cuts Not Assured
8:50 New Chair Tested; Yield “Danger Zone”
11:44 Oil, Inflation, Hikes Underpriced
12:27 Tech Derating; Base Case On Rates
14:17 Boe/Ecb; Brazil & Latam
15:56 AI, Jobs, Layoffs
17:24 Payrolls / Labor Market
19:19 Cpi/Ppi Path
20:09 Balance Sheet, Politics, One Cut?
21:04 Earnings + Capex Vs Fed Narrative
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