Macro policy uncertainty collides with fading AI euphoria

This cluster ties together debate over the Fed’s path into 2026 with shifting investor sentiment around AI-driven markets. Claudia Sahm and Schwab strategists focus on how the Fed will balance inflation, growth, and financial stability over the next few years. At the same time, content on AI investing highlights mounting fear versus FOMO, while retail traders are turning more cautious, with fading AI optimism and heavy, hedge-leaning options activity around Nvidia. Together, these posts reflect a market grappling with late-cycle worries and whether the AI trade can keep leading in a more uncertain macro environment.