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"Is the 'Waller debut' a 'once-in-a-decade turning point'? Nomura: Beware of 'preemptive rate hikes' turning into 'substantive tightening'"

"Is the 'Waller debut' a 'once-in-a-decade turning point'? Nomura: Beware of 'preemptive rate hikes' turning into 'substantive tightening'"

``` Nomura Securities Chief Macro Strategist Naka Matsuzawa believes that the Fed’s June FOMC meeting may, in hindsight, prove to be a "once-in-a-decade turning point"—that is, the inflection point of the credit cycle and the beginning of the end of the AI boom. According to news from

"AI's biggest bottleneck"! The impact of storage has extended to the macro economy, exacerbating overall inflation.

"AI's biggest bottleneck"! The impact of storage has extended to the macro economy, exacerbating overall inflation.

The AI arms race is igniting a global storage chip crisis, with destructive power far exceeding the semiconductor industry itself and beginning to spread to the overall macro economy. On June 20, according to Wind Trading Desk, Deutsche Bank Research pointed out in its latest report that storage chips have

Compared to "open-source models," the premium on "frontier models" is similar to that of luxury handbags! Deutsche Bank: This could lead the market to reassess AI.

Compared to "open-source models," the premium on "frontier models" is similar to that of luxury handbags! Deutsche Bank: This could lead the market to reassess AI.

Deutsche Bank directly points to the most core yet most structurally underestimated contradiction in today's AI industry: **there is a staggering "cost gap" between cutting-edge proprietary AI models and open-source/open-weight models**. On June 20, according to Chase Trading Desk, Deutsche Bank stated in its latest

Deutsche Bank "surrenders to the Fed": Will raise interest rates by 50 basis points this year, and may even raise rates early in July.

Deutsche Bank "surrenders to the Fed": Will raise interest rates by 50 basis points this year, and may even raise rates early in July.

``` Faced with stubborn inflation and the hawkish stance of the new Federal Reserve Chair Warsh, Deutsche Bank has officially “surrendered.” On June 20, according to Chase Wind Trading Desk, Deutsche Bank raised its inflation forecast across the board in its latest report, and completely reversed its previous monetary policy outlook:

Foxconn Chairman: Each 1GW Vera Rubin data center has a capital expenditure as high as $47 billion, with an annual electricity cost of $1.3 billion.

Foxconn Chairman: Each 1GW Vera Rubin data center has a capital expenditure as high as $47 billion, with an annual electricity cost of $1.3 billion.

``` The construction costs of AI computing infrastructure are drawing intense market attention. On June 19, according to Taiwan's "Commercial Times," Foxconn Chairman Liu Yangwei recently publicly disclosed a set of industry-shaking data: Building an AI data center (AIDC) with Vera Rubin at its core and a

$119.2 Billion! U.S. stocks attract record funds this week as investors flock to tech stocks

$119.2 Billion! U.S. stocks attract record funds this week as investors flock to tech stocks

``` The U.S. stock market is experiencing an unprecedented wave of capital inflows. On June 19, it was reported that Bank of America strategists cited EPFR Global data, indicating that for the week ending June 17, inflows into U.S. equity funds reached a record $119.2 billion, setting a

"New Federal Reserve Communications Agency": 1996 or 1999? Walsh's first test is "How to View AI"

"New Federal Reserve Communications Agency": 1996 or 1999? Walsh's first test is "How to View AI"

``` The primary challenge facing Walsh after assuming the position of Federal Reserve Chair is not whether interest rates should go up or down, but a more fundamental judgment: What kind of prosperity is the current AI boom? This judgment will determine the direction of Fed policy and define Walsh’s