Fed Vice Chair Philip Jefferson warns AI investment demand is outpacing productivity gains, potentially fueling inflation and delaying rate cuts.

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.

Federal Reserve Chairman Kevin Warsh addressed AI's influence on investment prices. He stated that AI-driven investment will not be inflationary in the long run. Warsh believes AI…

The Federal Reserve and Bank of Korea find AI will drive inflation higher short-term before productivity gains create disinflation, reshaping rate policy

Fed Vice Chair Philip Jefferson warns AI investment demand is outpacing productivity gains, potentially fueling inflation and delaying rate cuts.