'We Are Going To Be In An Economic Boom'

AI-driven economic boom and Fed policy risks

• –Rate hikes expected by 2027 H2
• –War triggers cycle via economic boom
• –AI boosts margins/productivity
• –Stocks make higher highs
• –401k gains drive consumer confidence
• –Borrowing risks as cash flow dries
• –Credit markets tapped for growth
• –Fed tightening raises borrowing costs
• –Historical cycle patterns repeat
• –Balance between growth and financial stress