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Unprecedented tech inflation will drive rates higher

AI is driving the biggest capex boom in 235 years, creating a world where we see the Fed spin 180 degrees and raise rates twice in the coming months.

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straitstimes.com

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afr.comStai leggendo4 g fa

Unprecedented tech inflation will drive rates higher

Traders repriced July rate-hike odds from 50% to ~10% after soft June inflation, betting on Fed increases by end-of-month or September. Higher rates sooner squeeze startup funding and SaaS multiples—forcing tech leaders to reset 2026-2027 M&A and hiring budgets.

originale

straitstimes.com1 g fa

US Federal Reserve faces growing pressure to hike rates as price risks rebound

AI-driven demand, Iran war and the newly announced tariffs also call for higher rates. Read more at straitstimes.com. Read more at straitstimes.com.

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Timeline cronologica

venerdì 24 luglio 2026·afr.com
Unprecedented tech inflation will drive rates higher
AI is driving the biggest capex boom in 235 years, creating a world where we see the Fed spin 180 degrees and raise rates twice in the coming months.
lunedì 27 luglio 2026·straitstimes.com
US Federal Reserve faces growing pressure to hike rates as price risks rebound
AI-driven demand, Iran war and the newly announced tariffs also call for higher rates. Read more at straitstimes.com. Read more at straitstimes.com.