Apr. 6 at 10:37 PM
White House NEC's Hassett talking the Fed into cuts — bullish narrative or cope? 👀
Hassett pitching
$18T in factory investment + AI productivity gains as the inflation killer that clears the path for rate cuts. Even flagging Iran/oil shocks as manageable. That's a bold claim, but if supply truly surges, real yields drop — and that's rocket fuel for
$QQQ,
$SMH, and rate-sensitive plays.
Watch
$TLT for bond market reaction. Rate cut expectations repricing = growth and AI names catching a bid.
$NVDA $PLTR stay on radar.
#Macro #FedWatch #AIStocks