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Emons: AI Story Not Just a Tech Story

Emons: AI Story Not Just a Tech Story

Schwab Network · Schwab Network

February 18, 20268m 5s

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Show Notes

Ben Emons paraphrases Fed speakers discussing the real impact AI will have on the labor force in the USA. Looking ahead to the upcoming FOMC minutes release, he's expecting to read Fed members in favor of holding off on a rate cut for the foreseeable future. Ben's also awaiting Friday's PCE report, admitting a 3.0% level could be clocked in the upcoming report. He explains his rationale for rates to go higher, watching any rebound in the beaten-up software stock group as an indicator to track.


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