Akadia Capital CIO Michael Kao says a cooler-than-expected CPI print has revived hopes for disinflationary growth, contingent on lasting peace in the Middle Eas

BWB News TV • 2026-07-15 13:02 UTC • By Billy Odell Tucker-Robinson

Akadia Capital CIO Michael Kao says a cooler-than-expected CPI print has revived hopes for disinflationary growth, contingent on lasting peace in the Middle East. His latest note also points to overlooked themes in oil and the AI capex split.

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