Is The Fed Panic Already Fading? | Weekly Roundup
Published: June 26, 2026
Duration: 59:55
The Fed scare that dominated markets may already be losing momentum. Now investors are asking what comes next as the AI trade, inflation picture, and market leadership evolve.
This week, we break down why the Fed may be nearing the end of its hiking cycle, how AI investment is reshaping markets, and where capital is rotating next.
We also discuss peak inflation, hyperscaler capex, market dispersion, active management, and why new leaders could replace the old winners. Enjoy!
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