Sonu Varghese(@sonusvarghese):I think this is it … A Fed that raises rates today, and even signals a few more, isn’t quite as hawkish if they’re not at the same time signaling that they want to slow the AI capex boom Which is why a rate hike, or even 2 or 3, isn’t likely to hurt the stock market

Sonu Varghese

@sonusvarghese

Musings only. Chief Macro Strategist @CarsonGroupLLC. Advisory services through CWM, LLC, Registered Investment Advisor. Manage $7B+ for clients.

参加 February 2011

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Sonu Varghese@sonusvarghese

2026.09.16 13:02

I think this is it … A Fed that raises rates today, and even signals a few more, isn’t quite as hawkish if they’re not at the same time signaling that they want to slow the AI capex boom Which is why a rate hike, or even 2 or 3, isn’t likely to hurt the stock market

Conor Sen@conorsen

2026.09.15 13:03

From a markets standpoint, a hawkish Fed is one that's willing to slow AI capex/the labor market, and that's something the Fed isn't even willing to discuss yet let alone resolve to do.