Fed Cuts, AI Fears & Dollar Volatility | Market Mondays

Описание: In this week’s Market Mondays, Kyle Rutter and Danny Haythorn break down the latest inflation data, shifting Fed rate cut expectations, and growing uncertainty around AI-driven valuations in US tech stocks. With markets pricing in potential cuts from June, productivity debates heating up, and sector rotation accelerating beyond the Magnificent Seven, the conversation explores whether tech is facing compressed multiples or simply investing in its future. The episode also covers dollar volatility, USD/JPY pressure, UK inflation risks, and the diverging outlook between the US and UK economies.

00:00 Welcome & Compliance Disclaimer
02:00 Fed Rate Cut Expectations
03:10 CPI vs PCE – What Matters More?
06:00 Services Inflation & Sticky Risks
09:30 Productivity & The AI Narrative
14:30 Tech Sector Rotation & Mag 7 Pressure
19:00 Free Cash Flow Compression Explained
23:30 Dollar Index & USD/JPY Volatility
27:30 UK Inflation, Growth & Stagflation Risk
30:30 Closing Thoughts
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