One Fed Policy Can’t Fix a Two-Speed Economy, Says Janasiewicz
Jack Janasiewicz, Lead Investment Strategist at Natixis, says the U.S. economy is operating with two different neutral interest rates: one for rate-sensitive sectors and another for AI investment. He explains why additional Fed hikes could hurt housing without meaningfully slowing hyperscaler spending. Janasiewicz speaks with Bloomberg's Tom Keene and Paul Sweeney. (Source: Bloomberg)
We haven't written up this one. Bloomberg has the full story — the link below goes straight to it.
