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Laura Cooper tells Bonnie Quinn a September hike would make markets price a full tightening cycle that the data (easing unit labor costs, soft labor market, slowing shelter) does not justify.
And I think the risk is that if the Fed does tighten policy rates in September, then to Hammock's point, markets will start extrapolating that and pricing in the resumption of a tightening cycle. And it's not clear that the data would warrant that.
Laura Cooper tells Bonnie Quinn growth is still resilient, but a real-yield-driven test of 5% on the 10-year would be quite concerning.
But I think if we start to really test that 5 percent handle and the 10 year yield and that's real yield driven, perhaps then that could be quite concerning.
Laura Cooper (Nuveen) tells Bonnie Quinn the Fed will take a wait-and-see stance rather than hike in September.
it's one of the reasons why we think the Fed is going to take more of a wait and see stance to see how the data unfolds.
Laura Cooper tells Bonnie Quinn hyperscaler debt has doubled to about 4% of the US investment-grade market.
we've already seen hyperscaler debt as a share of the U.S. investor grade market double to about 4 percent.
Nasdaq since this was said: ▲ +0.2% · 26,445 → 26,507 · as of 2026-09-04
Laura Cooper tells Bonnie Quinn that on ~$2tn capex estimates, hyperscalers could become a quarter or more of the US investment-grade market.
these hyperscalers could account for anywhere upwards of one quarter of the U.S. debt market in terms of investment grades.
Nasdaq since this was said: ▲ +0.2% · 26,445 → 26,507 · as of 2026-09-04
Laura Cooper tells Bonnie Quinn Nuveen prefers high-quality hyperscalers and AI-adjacent old-economy credit over pure-play AI software, which is more vulnerable to disruption.
some of that pure play A.I. software that is more vulnerable
Nasdaq since this was said: ▲ +0.2% · 26,445 → 26,507 · as of 2026-09-04
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