AI phobia
Investors have turned from AI euphoria to AI paranoia, after one startup’s software demo sparked selloffs across insurance, logistics, and even Apple. Plus, fresh January price hikes and lingering Trump‑era tariffs mean today’s CPI reading could be a make‑or‑break moment for the Fed.
Today’s recommended read: What would it take for the Fed to raise rates?, by Mike Dolan
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The skinny
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