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Fed must look outside housing to slow growth, Conor Sen notes

Fed must look outside housing to slow growth, Conor Sen notes
Fed focus may shift beyond housing

Conor Sen raises concerns about the Federal Reserve's efforts to slow the U.S. economy, stating that there is little room left for further impact within the housing sector.

He suggests that any additional slowdown in economic activity would need to come from other parts of the economy.

Sen previously highlighted rising cyclical risks and unusually strong aggregate economic indicators. He has also questioned the effectiveness of $200 billion annually in AI capital expenditures, noting negative impacts on hyperscaler cash flow in a recent analysis on technology sector spending. These earlier views add context to his latest comments on the Federal Reserve's policy impact.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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