Remarks by Philip R Lane, Member of the Executive Board of the European Central Bank, at the CF40-Euro50 luncheon “Monetary system beyond the dollar”, Shanghai, 21 October 2026.
Janus Henderson's John Lloyd owns CoreWeave 9.75% bonds due in 2031 and expects recovery despite 15% yields.
Klement on Investing cites a 2003–2023 Italian study showing career risk overrides investment risk, causing managers to lower beta below 1.0 to avoid firing.
The author argues that confidence in inflation returning to 2% has diminished, necessitating modest rate hikes as insurance against upside risks. Citing September FOMC minutes, the author notes risk management was the primary reason for the rate increase to 3.75–4%, supported by data showing inflation at 2.3% in September 2024 and persistent external shocks like Middle East conflicts and AI. While futures markets imply less than a 20% chance of a rate increase next week, the author contends the case for a hike is stronger. The author contrasts this with Fed Governor Bowman's preference for moving slowly, advocating instead for "small adjustments relatively quickly" per Cleveland Fed President Hammack, and rejects the idea that midterm elections or market surprises justify holding rates steady.
Jesús Fernández-Villaverde argues slow growth reflects insufficient capital accumulation, noting a technology path yields 11.7% growth with optimal saving versus 2.2% at the 23% U.S. 2025 rate.
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Ramp AI Index data shows Anthropic and OpenAI token prices fell to $0.0000008 and $0.00000048 in October despite high usage growth.
Hassan, Kalyani, and Lopez Del Valle find 54% of U.S. technologies rely on foreign inputs.