---
title: "The Hike Phase: Fed Hikes, AI CapEx, and the Long-Yield Signal"
description: "Mine Print Hash 2026-38"
url: "https://cameron.otsuka.systems/podcasts/mine-print-hash-2026-38/"
published: "2026-09-18T00:00:00.000Z"
updated: "2026-09-18T00:00:00.000Z"
---

# The Hike Phase: Fed Hikes, AI CapEx, and the Long-Yield Signal

Metadata

Publication

Mine Print Hash 2026-38

Published

2026-09-18

Last updated

2026-09-18

Format

video

Tags

markets

POSSE

[𝕏](https://x.com/MinePrintHash/status/2101024589325459838)[Substack](https://www.mineprinthash.com/p/the-hike-phase-fed-hikes-ai-capex)[LinkedIn](https://www.linkedin.com/posts/cotsuka_the-hike-phase-is-underway-matt-dines-breaks-share-7506790266599743491-V8z0/)[YouTube](https://www.youtube.com/watch?v=hxtFTiZtAMQ)

The hike phase is underway.

Matt Dines breaks down what to watch next: 2-year yields, commodity rollovers, credit spreads, AI CapEx, and the long-end signal that could eventually mark the start of the next expansion.

[The Hike Phase: Fed Hikes, AI CapEx, and the Long-Yield Signal](https://www.youtube-nocookie.com/embed/hxtFTiZtAMQ)