---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/100000000747486.md"
description: "Paradis Macro Report [June 17]:FOMC Summary & AI Trade Impact (2 min read):1. Rates held at 3.50%-3.75%, as expected.2. But the next move could be to raise rates due to rising inflation driven by energy prices (Iran war).3. Hawkish surprise with 9/18 participants penciling in one hike later this year (was 0 participants in March) w/ median dot at 3.8% (2026) and 3.6% (2027).4. Five new "task forces" launched to overhaul Fed: comms, balance sheet, data, productivity/labour and inflation. 5. Forward guidance scrapped = Less public information on Fed outlook = More volatile market.-> AI Trade Impact:In theory: Less guidance + higher implied volatility = structural headwind to multiples.But, we all know that the AI trade defies logic.So for now, the AI capex narrative is trading on its own unique fundamentals...less sensitive to rates/broader macro."
datetime: "2026-06-17T22:35:50.000Z"
locales:
  - [en](https://longbridge.com/en/topics/100000000747486.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/100000000747486.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/100000000747486.md)
author: "[Paradi Lab](https://longbridge.com/en/profiles/27651407.md)"
generator: "portal-rs"
---

# Paradis Macro Report [June 17]:FOMC Summary & …


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