investors are now focusing on two main aspects: first, whether the Fed is slow to adjust monetary policy, how to form expectations for the Fed's next move, and second, whether the concept of generative AI can continue to maintain the high valuations of some companies. On the first question, many economists who pay close attention to the dynamics of the duration have already voiced their opinions. Julia Coronado, founder of research firm MacroPolicy Perspectives, said that the Fed is defi...
