Hawkish commentary from Fed speakers, a lack of economic data, and trouble balancing a dual mandate are all headwinds Rebecca Walser (@walserwealth) sees hitting the Fed. She explains how they conglomerate into markets pricing in a lesser chance for a December interest rate cut. On the A.I. trade, Rebecca talks about "bubbleistic" and "prickly" views on spending that she believes started with Oracle (ORCL). She adds that projections of a 7,800 SPX by the end of 2026 is attributed to analysts "pricing everything for perfection."