On the macro front, investors got a "sigh of relief" as inflation pressures appeared to ease with this week's economic data, says Charles Schwab's Collin Martin. However, he notes that one data point doesn't signify a trend. Collin outlines fiscal concerns he sees as prevalent for the months ahead. Michael Townsend walks investors through Fed Chair Kevin Warsh's commentary on inflation and AI's role in the macro picture. He sees the independent task forces as notable for the FOMC, making the case the forces "give him a buffer" on adjusting interest rates.