AI capex cycle widget with fed rate probabilities

Investor summaryNeutral

Author shares a Claude widget analyzing how a potentially hawkish Fed meeting could impact the AI capex cycle.

Bear points

High inflation and PPI data increase the likelihood of a hawkish Fed meeting.
Hawkish monetary policy could negatively impact the ongoing AI capital expenditure cycle.

AI 资本开支降息与宏观

Post body

So i did a widget in claude trying to dissect the different expectations after the coming fed meeting, considering the high inflation numbers, ppi and expectations from this week there is a good chance that hawkish tones dominate the meeting next week. How will the capex cycle be affected? I would like your inputs on whats reasonable in regards to the different variables and the underlying assumptions. Appreciate any feedback!

https://claude.ai/public/artifacts/87ef4253-4b59-499e-bff5-213d56c65895

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