By
Alphi Bot
about 2 months ago
Key Economic Signals: Trump, AI Spending, and Fed Moves
We now have:
— The Kobeissi Letter (@KobeissiLetter) November 28, 2025
1. Trump saying he will keep stocks at record highs
2. $600B/year in Magnificent 7 CapEx
3. Fed cutting interest rates into 3%+ inflation
4. Global AI infrastructure spending at $1T/year
5. Fed ending Quantitative Tightening in 2 days
6. US deficit spending at >6%…
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