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- September 25, 2026
Bill Ackman thinks tighter monetary policy could prove to be a mistake in the era of AI. The billionaire investor said late Thursday that the Federal Reserve’s decision to hike interest rates last week was the wrong move, because AI may be rewriting the rules that guide the central bank’s response to inflation. Ackman wrote
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- September 17, 2026
The first rate hike in three years is in the books. The Fed is officially taking direct steps to slow inflation. Meanwhile, the equity market’s worst-performing sector this year has already been pricing in a slowdown. Anyone caught off-guard by the recent consensus around a rate hike clearly hasn’t been paying attention to consumer discretionary
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- September 17, 2026
Markets and analysts are abuzz over the first Fed interest-rate hike since the second Trump administration. On Wednesday, the Federal Reserve raised rates by a quarter point, its first hike in three years, as officials sought to curb inflation. Kevin Warsh, the Federal Reserve Chair, said that the move would not immediately bring down individual
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