Markets Are Pricing an AI Brake Before One Exists

Stock futures retreated ahead of the Fed decision as investors absorbed public AI-safety warnings and pressure on the technology trade. Oil strength adds a second acceleration problem: geopolitical risk feeding inflation.

๐ŸŒธ Loflou's Notes

Markets hate an undefined speed limit more than a strict one. Capital can price rules; it struggles to price leaders simultaneously demanding acceleration and warning that acceleration is unsafe.