What Susan Collins Wants to See Before Supporting Another Rate Cut

Bullish:

• $AI - Widespread AI adoption across industries, from tech companies to traditional sectors like lumber mills, indicating significant economic transformation

  • “It's now a significant share of the conversation. And, typically, there's not one of the people around the table who isn't telling me how they're thinking about it”

    Susan·40:53

  • “I was not too long ago visiting a lumber mill in Northern Vermont and learned about how they have been using AI in order to sort planks”

    Susan·41:23

Bearish:

• $RETAIL - Retailers have raised prices significantly and consumers are starting to push back, suggesting potential margin pressure ahead

  • “I hear that businesses are mindful that they have raised prices significantly over recent years... they had been perhaps surprised in some cases that consumers are not pushing back”

    Susan·20:59