Episode

90% Chance For A Rate Hike... Ask Me How I Know

Podcast
Money Tree Investing
Published
Sep 16, 2026
Duration seconds
2841
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https://moneytreepodcast.com/chance-for-a-rate-hike-851
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Summary

There is a 90% chance for a rate hike... Today we cover growing economic and market risks, as we hone in on AI, inflation, interest rates, housing, and government spending. There is increasingly negative messaging from major AI companies, arguing that calls for regulation may reflect slowing AI growth and a desire to limit competition rather than purely concern for public safety, while warning that a slowdown in AI investment could expose an already stagnant economy and increase recession risks. We also talk the rising expectations for Fed rate hikes, higher Treasury yields, and weakening housing affordability. We review seasonal market weakness in September and October, stock issuance as a potential warning sign of corporate stress, and why investors should remain cautious and reduce risk amid increasing volatility and uncertainty. We discuss... College planning and how scholarships can dramatically reduce the actual cost of expensive liberal arts colleges. The changing narrative around AI and whether growing calls for AI regulation are partly driven by major companies trying to limit competition. Whether AI development is beginning to plateau after several years of rapid growth and what that could mean for the economy and markets. Slowing AI investment could expose underlying economic weakness and potentially contribute to stagnation or recession. Rising expectations for Federal Reserve rate hikes as inflation and employment data point toward a more challenging economic environment. Higher interest rates and Treasury yields could put additional pressure on an already stretched housing market. How housing affordability has deteriorated dramatically for younger Americans and why falling home prices could ultimately be beneficial for buyers. Why mortgage rates are influ…