WOLF Terminal(@WOLF_Terminal):🚨 @Fundstrat CIO TOM LEE ON FED CHAIR KEVIN WARSH AND WHAT IT MEANS FOR MARKETS: "The Fed kind of rattled markets in September. Now we have a Fed that's committing to the same targets." The most important thing Warsh said: "I was happy to hear him say that he didn't think AI growth is necessarily inflationary." What that unlocks: "Now we can say good news is good news. You're gonna be in a position to say big beats are great because the Fed is not gonna try to slow AI growth."

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参加 September 2022

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WOLF Terminal@WOLF_Terminal

2026.10.28 21:21

🚨 @Fundstrat CIO TOM LEE ON FED CHAIR KEVIN WARSH AND WHAT IT MEANS FOR MARKETS: "The Fed kind of rattled markets in September. Now we have a Fed that's committing to the same targets." The most important thing Warsh said: "I was happy to hear him say that he didn't think AI growth is necessarily inflationary." What that unlocks: "Now we can say good news is good news. You're gonna be in a position to say big beats are great because the Fed is not gonna try to slow AI growth."