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Connect scattered updates into a story you can understand.
PANews, citing a CITIC Securities research report, said that after U.S.September CPI、PPI exceeded expectations, long-end U.S. Treasury yield reactions rapidly weakened. The report believes that the focus of long-end pricing is shifting toward growth and AI capital expenditure cycle risks.
A repost on the PANews channel said that U.S. Treasury yields rose to multi-year highs, weighing on European and U.S. risk assets; U.S. technology shares fell and gold retreated. The market is watching the Federal Reserve’s path and AI capital-expenditure risks.
BlockBeats reports that Bill Ackman believes the Fed's rate hike this time may be a mistake, saying that AI related capital expenditure may weaken the suppressive effect of tightening on investment. The report also cites CME FedWatch as saying that the market is pricing in a October rate-hike probability of approximately 64%。
Citing Goldman Sachs analysis, BlockBeats said that hyperscale cloud providers’AI capital expenditure is not yet near an inflection point of contraction, and actual investment in 2027 may exceed market expectations. The report believes the market will focus more on whether AI investment can be converted into cloud revenue and profit.