Mahn: We're in batting practice of a double header for the AI revolution

All right. Um, I want to get to just your your take on PPI coming up later today. So, we were talking about this with some guests earlier today.Um, CPI came in. It just was better than people feared. It was kind of mixed.Um, headline better than expected. Core a little bit hotter. Now, we have PPI.Could that change the the outlook on rate cuts. If you look at the CME Fed Watch tool, it's 96% chance of a 25 basis point cut and like a 4% chance of a 50 basis point cut. People really think a cut is coming and ...