Morning Brew Daily The Fed Cuts Rates Again & Can Oracle Deliver for Investors on AI?
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Dec 11, 2025 This discussion dives into the Fed's recent rate cut and the surprising dissent within its ranks. Investors are anxiously watching Oracle as it struggles to deliver big returns from its AI ventures. In a surprising twist, officials have proposed family-friendly upgrades at airports, including gyms and even a pull-up contest featuring RFK Jr. Meanwhile, intriguing studies reveal the rise in self-checkout theft, the impact of politics on golf performance, and new insights into brain development extending into the early 30s.
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Fed's Dual Mandate Creates Tension
- The Fed faces a true tradeoff between lowering unemployment and hitting its 2% inflation target.
- Jerome Powell emphasized the Fed sees both risks and must weight them when choosing policy direction.
Check Accounts When Rates Drop
- Expect savings and deposit yields to fall after Fed cuts; check your high-yield accounts.
- Don't assume mortgage rates will drop immediately since they follow longer-term treasuries, not just Fed moves.
Oracle's AI Bet Is Leverage-Heavy
- Oracle's AI data-center spending is huge but financed with debt, creating investor unease.
- Much of Oracle's promised backlog revenue ties to OpenAI, raising sustainability questions.