WS #10068

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Fed held rates at 3.50-3.75% but median 2026 dot rose to ~3.8% (possible hike), with Warsh's debut sparking rate-hike bets and inflation target doubts. META's AI-for-work transformation lead departs, adding to negative sentiment around AI capex ROI.

Fed Hawkish Shift

Fed held rates at 3.50-3.75% but median 2026 dot rose to ~3.8% (possible hike), with Warsh's debut sparking rate-hike bets and inflation target doubts.

META's AI-for-work transformation lead departs, adding to negative sentiment around AI capex ROI.

Full world state #10068 →