Energy Shock, AI Investment Race to Keep Fed on Hold

Dow Jones07-07 23:39

1139 GMT - The war-related spike on oil prices, coupled with heavy artificial-intelligence capital expenditure, makes interest rates likely to remain elevated, AllianceBernstein's Scott DiMaggio says. "We don't think the Fed's going to hike, but it's a more challenging environment for them to cut." Crude prices have eased from recent peaks, but DiMaggio says the damage for inflation is done, making it hard to cut. Investment in AI, meanwhile, should keep debt issuance high and boost economic growth. "We've had what, four quarters in a row of upward revisions to the capex expenditure expenditures, and now we're looking at like $1.6 trillion over the next four years," he says. (paulo.trevisani@wsj.com; @ptrevisani)

(END) Dow Jones Newswires

July 07, 2026 11:39 ET (15:39 GMT)

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Investment in AI, meanwhile, should keep debt issuance high and boost economic growth. \"We've had what, four quarters in a row of upward revisions to the capex expenditure expenditures, and now we're looking at like $1.6 trillion over the next four years,\" he says. 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Investment in AI, meanwhile, should keep debt issuance high and boost economic growth. \"We've had what, four quarters in a row of upward revisions to the capex expenditure expenditures, and now we're looking at like $1.6 trillion over the next four years,\" he says. (paulo.trevisani@wsj.com; @ptrevisani) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 07, 2026 11:39 ET (15:39 GMT)\n</p>\n<p>\n  Copyright (c) 2026 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"GBIL","symbol_name":"Goldman Sachs Access Treasury 0-1 Year ETF","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2649693604","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2649693604","pubTimestamp":1783438740,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1139 GMT - The war-related spike on oil prices, coupled with heavy artificial-intelligence capital expenditure, makes interest rates likely to remain elevated, AllianceBernstein's Scott DiMaggio says. \"We don't think the Fed's going to hike, but it's a more challenging environment for them to cut.\" Crude prices have eased from recent peaks, but DiMaggio says the damage for inflation is done, making it hard to cut. 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Investment in AI, meanwhile, should keep debt issuance high and boost economic growth. \"We've had what, four quarters in a row of upward revisions to the capex expenditure expenditures, and now we're looking at like $1.6 trillion over the next four years,\" he says. 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