Name: Straehl: 1Q Earnings Need to Show Continued AI Capex
Uploaded: 2026-01-22T21:24:21.83-06:00
Duration: 7 min 56 s
Description: Philip Straehl expects two Fed rate cuts in 2026, one in the first half and one in the second, coming after Powell’s term as Chair ends. He talks about how labor market trends are bolstering his prediction. He has a “constructive outlook” on 1Q earnings and is focusing on AI capex commitments. Philip also sees opportunities overseas with a focus on AI and quality.

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Philip Straehl expects two Fed rate cuts in 2026, one in the first half and one in the second, coming after Powell’s term as Chair ends. He talks about how labor market trends are bolstering his prediction. He has a “constructive outlook” on 1Q earnings and is focusing on AI capex commitments. Philip also sees opportunities overseas with a focus on AI and quality.

Straehl: 1Q Earnings Need to Show Continued AI Capex

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