The Fed Is Irrelevant While CapEx Runs The Economy | Weekly Roundup

states are now stopping data center builds. Which actually reinforces the states like Texas that are allowing data center bills. It's like this suction of global jobs or US jobs will keep sucking to states that make it advantageous like Florida, Texas.

the plebs are rising together in one way or another, and that's generally inflationary in a lot of senses.

he seems committed to balance sheet optimization and reduction. So, you know, I don't know if they really can reduce the size much from here, but at least reducing the duration and the Fed's footprint in long-duration treasury bonds, he seemed pretty steadfast on that.