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ft.com

The next Fed chair shouldn’t party like it’s 1999

It is premature to assume the AI era will lead to non-inflationary growth like the ’90s computing boom

giovedì 8 gennaio 2026 New tab

Related reading

ft.com

Economists reject Kevin Warsh’s claim that AI boom will enable rate cuts

FT-Booth Survey shows scepticism of productivity gains forecast by Trump’s pick as next Fed chair

ft.com·4 mesi fa
ft.com

Big Tech groups race to fund unprecedented $660bn AI spending spree

Executives face choice between cutting returns to shareholders, raiding reserves or tapping the markets

ft.com·4 mesi fa
ft.com

Brace for a crash before the golden age of AI

History teaches that tech revolutions follow a predictable cycle of installation followed by creative destruction

ft.com·10 mesi fa
ft.com

2026 predictions, part one

A strong economy, a bubble that doesn’t burst, and a bit of AI sanity

ft.com·5 mesi fa
ft.com

Criminalising the Fed

Plus the employment/growth puzzle

ft.com·5 mesi fa
ft.com

Kevin Warsh channels Alan Greenspan in AI productivity bet

Donald Trump’s pick for Fed chair believes boom will grow the economy and allow for swift rate cuts by the US central bank

ft.com·4 mesi fa