The Fed Is Irrelevant While CapEx Runs The Economy | Weekly Roundup

Markets feel stable on the surface, but conflicting forces are building around Fed uncertainty, AI-driven growth, and structural imbalances that may not coexist for long.

This week, we break down break down the Warsh hearing and concerns over Fed credibility to a potential re-industrialization and what’s actually driving resilience in the economy.

We also explore AI-driven capex as the true growth engine, labor and credit dynamics, geopolitical pressures, dollar dominance, and the growing tension between asset inflation and societal change. Enjoy!

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