With the recent 50bps rate cut, how do you see this affecting the tech industry? Could we see a return to ZIRP-era behavior? How might lower rates influence startups, funding, M&A, and IPOs? Will companies stay cautious, or take more risks? And where does AI fit into all of this?
So a crisis-level 50bps rate-cut at record highs for stocks and home prices, just two months ahead of the election is warranted because the "economy is in a good place."
