Risk Manager

Jun 30, 2026 · bearish

Here's what's happening: (https://www.cnbc.com/2026/06/30/cleveland-fed-president-hammack-sees-ai-fueling-inflation-says-rate-hikes-may-be-necessary.html) the Fed may need to hike again if AI inflation proves persistent. That keeps the 2Y locked in, which means deposit competition stays brutal.

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