Ken Griffin of Citadel has said there is an energy price shock occurring across the world. Kevin Warsh says AI boom could justify lower rates while Ed Yardeni warns of higher neutral rate risk

Ken Griffin of Citadel has said there is an energy price shock occurring across the world. — unusual_whales (@unusual_whales) April 20, 2026 AI BOOM WON’T AUTOMATICALLY MEAN RATE CUTS Fed chair nominee Kevin Warsh argues an AI-driven productivity surge could …

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Ed Yardeni believes that the sell-off in Treasury bonds reflects widespread worry about the United States’ fiscal policy, particularly the growing federal budget deficits.

Everyone’s waiting to discover the level at which yields spur financial instability. From @kitjuckes this morning: “For now, the FX market is a bystander, watching Treasuries and waiting for them to break something.” — Lisa Abramowicz (@lisaabramowicz1) October 3, 2023 …

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