You think the Feds are going to Hike rates:
• Into mid term elections
• When all 3 layers of power from corporate to banking to government are Pro AI/ depending on compute growth
• As they are in an AI race to empirical supremacy against China
• As Inflation has peaked since prime Iran war period and been trending down
• While Trump is keeping the war on ice for mid term election optics
• With the huge bets across layers of power in USA for AI need loose/ looser financial conditions
• While US treasury actively keeping yen carry trade alive so BOJ does not need to raise rates
• As the US labor market is showing signs of weakening
• US tech companies becoming bigger than countries
• As the Fed them self continues to expand their balance sheet
Forwarded fromOliver Andersson
1September 1, 2026 18
