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 spendi
<p>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 spendi</p>