Macro Hive Conversations With Bilal Hafeez cover image

Ep. 326: Jon Turek on Fed Cuts, Recession Risks and Political Risks

Macro Hive Conversations With Bilal Hafeez

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Equities, AI CapEx and Inflation Risks

Discussion of the narrow AI-driven equity rally, how hyperscaler capex fuels growth, and whether persistent services inflation could become a circuit breaker for reflation.

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