The Week Ahead – Time to look out the window | 23 Oct 2026 | The Week Ahead Podcast
1. Executive Briefing (TL;DR)
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Top Key Takeaways:
- AI & Semiconductor Super-Cycle Extended to 2028: Physical lead-times (3 years minimum for fab/cleanroom construction) and acute HBM memory supply bottlenecks ensure the semiconductor super-cycle remains constrained and highly profitable for hardware vendors through 2028 at the earliest [00:06:32].
- Federal Reserve October Hold & December Rate Hike: Fed leadership is signaling patience to skip a rate hike in October despite accelerating Core PCE (+0.32% MoM), teeing up a 25 bps rate hike for the December 2026 FOMC meeting [].
References
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