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Rate Cuts on the Horizon & Power Demand for AI | October 14, 2025 – Morning Market Briefing

Rate Cuts on the Horizon & Power Demand for AI | October 14, 2025 – Morning Market Briefing
Update: 2025-10-14
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Ben, Tom, and Andrew discuss rate cut odds, a peace deal in Ukraine, the AI trade, and bank earnings.
For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
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For information on how to join the Zoom calls live each morning at 8:30 EST, visit:
https://www.narwhal.com/blog/daily-market-briefings
Please see disclosures:
https://www.narwhal.com/disclosure
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