WS #14329
Holding: newest synthesis is 37d 4h old
Societe Generale sees three Fed rate hikes through March, with markets pricing 35% chance of September hike; Warsh's Jackson Hole speech signals hawkish bias, pressuring growth stocks. Apple's CEO transition to John Ternus set for Sept 1, with Mac mini and Mac Studio sales surging as AI hardware, offering a counter-narrative to weak guidance and stock decline.
Fed hawkish stance and rate hike expectations
Societe Generale sees three Fed rate hikes through March, with markets pricing 35% chance of September hike; Warsh's Jackson Hole speech signals hawkish bias, pressuring growth stocks.
Apple's CEO transition to John Ternus set for Sept 1, with Mac mini and Mac Studio sales surging as AI hardware, offering a counter-narrative to weak guidance and stock decline.