The potential path from "AI burning money" to "Federal Reserve interest rate cuts"

Wallstreetcn
2025.12.14 08:05
portai
I'm PortAI, I can summarize articles.

SINOLINK SECURITIES believes that the Federal Reserve may focus more on the unemployment rate in the future. Once the unemployment rate exceeds 4.5%, there will be multiple interest rate cuts next year. This will stimulate global manufacturing investment demand, and although it may trigger secondary inflation risks, before inflation rises, AI investment and manufacturing investment will lead to a recovery in real economic demand