Inflation Cools, Fed Bets Fade, and AI Valuations Explode

Podcast: Markets Daily · Jellypod

Opublikowano: 2026-09-30

Markets react to cooler-than-expected inflation data and softer October rate-hike odds, while the episode weighs mixed labor signals, a stubbornly high Treasury yield, and what it all means for stocks, housing, and the dollar. The conversation then turns to the AI trade, from a jaw-dropping Anthropic valuation rumor to real-world costs hitting major companies, plus key stock movers and the data releases to watch next.