Stocks fell as investors turned cautious on tech and AI related stocks after a strong rally. I was in a taxi heading to a meeting this week when the driver suddenly asked me if I liked durians. Apparently, durians are now at their cheapest in five years, with Mao Shan Wang going for around $20 per kg because of oversupply. This caught my attention as it feels like there are not many things that have actually become cheaper in recent years. But of course, not everything is getting cheaper. On the other side, Apple has raised the prices of its iPhones, as a shortage of memory chips driven by strong AI demand pushes up costs. This is why the inflation outlook remains so uncertain. Prices are not moving in one clear direction, and that makes it harder to tell where interest rates may go next. After the US Federal Reserve raised its inflation outlook for 2026...