Thomas Ryan: AI CapEx Boom Points To More Fed Hikes

Thomas Ryan of Capital Economics argues the AI-driven capex boom is keeping the U.S. economy stronger than expected, requiring a more hawkish Fed. He calls for roughly 75 basis points of additional rate hikes, saying markets are underpricing that strength. Ryan also explains why U.K. markets have been muted, pointing to tight fiscal constraints despite political shifts.

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