The Fed holds rates steady… Warsh puts on a masterclass in saying nothing… why AI might keep a rate hike at bay… two more hyperscalers report today… last chance for Luke Lango’s AI MegaDeal Event
Fed holds at 3.5-3.75% with 9-3 dissent; September hike at 53%. Warsh sees AI-driven prices as temporary supply shocks, not structural inflation—expecting disinflationary productivity gains long-term. Dovish stance delays tightening, sustaining tech capex cycles.
The answer might be in AI
A split visual: on one side, an image of the Federal Reserve building; on the other, a glowing AI chip. This signals the transition from policy-driven to tech-driven markets.
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I wasn’t expecting new Federal Reserve Chairman Kevin Warsh to offer many details at his press conference today, but even I was impressed at how he was able to use so many words to convey so little meaning.
More on that in a moment…
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Analysis: Kevin Warsh's Fed press conference will be revealing even without a rate hike
