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John Luke Tyner says slower AI capex may affect Fed rate outlook and Treasury yields

NewsFeeds update

Aptus Capital Advisors' John Luke Tyner said markets are watching whether AI capital spending and data-centre construction slow or merely shift to more policy-friendly states after Democratic gains in governor races. He said the slowdown may be smaller than feared, and that if energy prices and AI spending drive inflation, September's 25 basis point hike was likely the last of the cycle.

MacroChainCatcherAINeutral

Read the original on ChainCatcher

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Every update is a short rewrite, by AI in our own words, of a flash from the outlet named on it, credited and linked. Not investment advice.