星球日报|Oct 28, 2026 18:32
[Analyst: Fed May Be Concerned About Tightening Policy Too Quickly]
Odaily Planet Daily reports that KPMG Chief Economist Swark stated that Warsh is unlikely to offer further explanation for the decision at today's press conference. However, she speculated that policymakers may have been concerned that tightening policy too quickly could "damage" the economy. She specifically pointed out some "vulnerabilities" in the artificial intelligence boom. Tech stocks did indeed experience a significant sell-off in mid-October.
In addition, there are sporadic reports that credit institutions have become somewhat cautious in providing more funding to hyperscale enterprises to support their AI infrastructure development—at least at previous valuation levels. (Jinshi)
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