Federal Reserve Chair Kevin Warsh warned at the Jackson Hole Economic Policy Symposium on August 28 that AI progress has outpaced even the most optimistic forecasts, calling the moment a 'hinge point …
Minutes from the Federal Reserve's July 28-29, 2026, FOMC meeting show inflation risks remain tilted to the upside, with some officials supporting rate hikes, while the federal funds target range stay…
Portfolio manager Knox Ridley of IO Fund argues that the recent AI-driven semiconductor correction may present a buying opportunity, citing global liquidity as a key tailwind and identifying specific …
Federal Reserve Chair Kevin Warsh views artificial intelligence as a disinflationary force, but minutes from the June 16-17, 2026, FOMC meeting reveal deep internal divisions, with many officials flag…
Federal Reserve Chair Kevin Warsh, sworn in on May 22, 2026, held rates steady near 3.6% at his inaugural FOMC meeting on June 17, reiterating that the 2% inflation target is non-negotiable before any…
A Federal Reserve survey shows rising economic activity and easing inflation, with the annual CPI rate dropping from 4.2% in May to 3.5% in June, though inflation remains above the Fed's 2% target. AI…
The Federal Reserve is increasingly concerned about the economic effects of an investment boom in artificial intelligence, with mentions of AI in FOMC minutes rising from 8 to 21. The central bank fre…
The Federal Reserve's June FOMC minutes show a sharp increase in mentions of AI, with the term appearing 21 times compared to 8 in April, as policymakers flagged AI-driven demand as a contributor to c…
The Federal Reserve's June meeting minutes identify surging demand for AI infrastructure as a driver of persistent inflation, sending Bitcoin down 2.8% to around $62,200. Fed officials flagged AI-rela…
The Federal Reserve is considering raising interest rates as inflation hits 4.1%, driven by tariffs, elevated oil prices, and a surge in corporate spending on AI infrastructure. FOMC minutes from Marc…
Federal Reserve Chair Kevin Warsh held rates steady at the June 17 FOMC meeting and dropped forward guidance, forcing markets to price risk independently. The 2-year Treasury yield rose sharply, and t…
Federal Reserve Chairman Kevin Warsh, sworn in May 22, 2026, faces a pivotal challenge as AI investment surges, arguing it will be a disinflationary force akin to the 1990s internet boom. However, som…
The Federal Reserve is expected to hold interest rates steady at 3.50%-3.75% amid a US AI boom, while the European Central Bank hiked rates to 2.25% despite weak Eurozone growth, creating a policy div…