The Fed Is Losing Its Easing Bias While AI Props Up The Economy | Neil Dutta

tariffs are, have put upward pressure on inflation, particularly core goods. Now maybe that goes away over the course of the year because tariffs aren't getting any worse.

this is the biggest CapEx boom we've seen in our careers... all I can tell you is that when it slows down, that will be a macro issue. There's no doubt about it in my mind.