Monday, February 27th. A signal at the wrong time.
Consumer strength continues to be a strength--but not what the Fed wants to see. Further rate hikes are a certainty and the market is pricing them in. What is AI's impact for potential productivity gains? And what does the continued slowdown in growth mean down the road?
![Monday, February 27th. A signal at the wrong time.](https://img.transistor.fm/IIpa46Tv5XdsnfXlTl0uHYHB4uGBDMYPHbodsvg1vR8/rs:fill:800:800:1/q:60/aHR0cHM6Ly9pbWct/dXBsb2FkLXByb2R1/Y3Rpb24udHJhbnNp/c3Rvci5mbS9zaG93/LzMxNDczLzE2NTU4/MzUxODAtYXJ0d29y/ay5qcGc.webp)