AI Enthusiasm, Fed Policy, and the 10-Year Treasury

In this week’s Protect Your Assets market briefing, David Hollander breaks down the key forces shaping today’s market outlook, including ongoing AI enthusiasm, recent inflation data, Federal Reserve policy signals, and movements in the 10-year Treasury yield. 

The discussion explores whether concerns around AI investment and cash flow point to a slowing trend or a healthy reset, why a pause in Fed rate cuts hasn’t unsettled markets, and how interest rates and economic growth continue to influence stock market conditions as year-end approaches. 

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