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Why Fed Cuts Beat Rate Hikes

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2026-07-09 16:37:45
iCapital’s Dan Suzuki said slowing job growth and cooling inflation make Federal Reserve rate cuts more likely than rate hikes, according to Bloomberg.

Suzuki also said higher Treasury yields have not derailed the stock rally, and that AI market leadership may be shifting from chipmakers to hyperscalers that can monetize large investments.
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