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公式動画＆関連する動画 [Why the Fed’s Hawkish Turn Could Support the AI Boom]
US stocks quickly brushed off the Fed’s hawkish turn, supported by Iran peace agreement headlines and the resilient AI story. Looking ahead, could moderate hawkishness actually be supportive for risk assets?
Tony Pasquariello, global head of hedge fund coverage, Josh Schiffrin, global head of risk, and Dominic Wilson, senior advisor in Goldman Sachs Research, dive into the macro themes that drive the global markets.
Recorded on June 18, 2026
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