WS #14341
Holding: newest synthesis is 36d 15h old
Hawkish Fed signals from Warsh and strong inflation data (CPI 3.4%, PPI flat) keep September rate hike odds elevated, pressuring growth stocks and supporting the dollar. Anthropic's revenue run rate surges to $65B, but DeepSeek's AI model triggers a broad tech selloff, with Nvidia down 16% and safe-haven flows into yen and franc.
Fed rate hike expectations and inflation
Hawkish Fed signals from Warsh and strong inflation data (CPI 3.4%, PPI flat) keep September rate hike odds elevated, pressuring growth stocks and supporting the dollar.
Anthropic's revenue run rate surges to $65B, but DeepSeek's AI model triggers a broad tech selloff, with Nvidia down 16% and safe-haven flows into yen and franc.