Art Hogan on Fed's Hawkish Hold, Broad Earnings Growth, AI's Productivity Promise

Art Hogan discusses the Fed’s 9-3 vote to keep interest rates unchanged and how the three dissenting votes signal a hawkish tilt for rates moving forward. He then highlights broad-based earnings growth across the S&P 500 (SPX), small cap outperformance, and the long-term AI productivity gains he sees helping in the fight against inflation.

The Watch List

29 Jul 2026

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