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Fed Policy Shift
Fed officials publicly link AI-driven productivity to a potential rise in the neutral interest rate.
Early Productivity Signals
S&P 500 companies report significant efficiency gains in software and administrative functions.
AI Mainstream Adoption
Generative AI tools begin widespread integration into corporate workflows.
The U.S. Supreme Court has delivered a landmark blow to President Donald Trump's economic agenda by striking down his sweeping global tariffs. The ruling triggered an immediate rally in trade-sensitive sectors, particularly apparel and automotive stocks, as investors bet on lower input costs and eased inflationary pressures.
Treasury yields are climbing as investors prepare for a critical sequence of economic reports and the release of Federal Reserve meeting minutes. The upcoming data will be instrumental in determining whether the central bank maintains its current easing trajectory or adopts a more restrictive stance.
Federal Reserve officials are signaling that a surge in artificial intelligence-driven productivity could permanently raise the 'neutral' interest rate. This shift suggests that the U.S. economy may sustain higher growth without inflation, potentially ending the era of ultra-low interest rates.