---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000942622.md"
description: "Kevin Warsh's dovish comments on AI reduced the likelihood of an October rate hike to under 15%. This shift, along with falling Treasury yields, sparked a capital rotation into small caps and specific sectors like consumer discretionary, easing pressure on megacap stocks."
datetime: "2026-10-17T01:13:15.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000942622.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000942622.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000942622.md)
author: "[PinkySheepy](https://longbridge.com/en/profiles/17211343.md)"
generator: "portal-rs"
---

# Kevin Warsh's dovish comments on AI reduced the li…


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---
> **Disclaimer: This article is for reference only and does not constitute any investment advice.**