Chief Market Strategist at @CarsonGroupLLC
🔎 for the perfect BBQ
Host to the Facts vs Feelings podcast
CNBC Contributor
Portfolio Manager to +$8B in AUM
AI has unquestionably been inflationary this year.
So if all the building slows down, could that be a potential positive to the inflation backdrop? We've been on record the Fed would be significantly more dovish than what the Fed Funds Futures were pricing in and could this now say no more hikes?