AI capex cycle widget with fed rate probabilities

So i did a widget in claude trying to dissect the different expectations after the coming fed meeting, considering the high inflation numbers, ppi and expectations from this week there is a good chance that hawkish tones dominate the meeting next week. How will the capex cycle be affected? I would like your inputs on whats reasonable in regards to the different variables and the underlying assumptions. Appreciate any feedback!

[https://claude.ai/public/artifacts/87ef4253-4b59-499e-bff5-213d56c65895](https://claude.ai/public/artifacts/87ef4253-4b59-499e-bff5-213d56c65895)