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Federal Reserve's Jefferson warns AI investment boom could fuel inflation before productivity gains arrive
Fed Vice Chair Philip Jefferson warns AI investment demand is outpacing productivity gains, potentially fueling inflation and delaying rate cuts.
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TS Lombard's Freya Beamish urges Federal Reserve to tighten policy to curb AI boom
TS Lombard's Freya Beamish argues the Fed must raise rates to curb inflationary AI spending hitting 2% of US GDP before leverage builds to dangerous levels.
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Federal Reserve's Barr warns uneven AI access could slow productivity growth
Fed Vice Chair Barr warns AI productivity gains could concentrate among well-resourced firms, with implications for macro policy and digital asset markets.
