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…
Federal Reserve officials discussed both holding and raising interest rates at their June meeting, with most favoring steady rates if inflation eases but open to hikes if price pressures persist due t…
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…
The Federal Reserve attributed a 3.4% annualized rise in core inflation as of May 2026 to artificial intelligence-related price pressures and tariffs, complicating the path to rate cuts and increasing…
The US trade deficit widened to $77.6 billion in May, a 42.2% increase from April, driven by record capital goods imports of $128 billion amid AI and data center demand, while exports fell 3.2% due to…
Ekonomer varnar att USA:s fokus på AI-investeringar skapar ekonomisk obalans, med en svag arbetsmarknad och sjunkande arbetskraftsdeltagande. Professor Brett House vid Columbia University och Ben Harr…
Wall Street suffered major losses on Tuesday as AI stocks tumbled and oil prices jumped, with the S&P 500 falling 0.6% and the Nasdaq dropping 1.2%. The downturn was sparked by a 6.9% plunge in Samsun…
A July 5, 2026 arXiv paper proposes a Generative AI Control Framework to help financial institutions align generative AI governance with the Federal Reserve's SR 26-2, which modernizes model risk mana…
US stock markets stabilized on July 1, with the S&P 500 holding flat and the Nasdaq slipping 0.3%, recovering some losses after a prior week that saw the Nasdaq drop 4.6% and the S&P 500 fall 2%. The …
The ISM report shows AI supplier-related commodities rising in price while oil prices decline, indicating AI infrastructure demand is replacing oil as the primary driver of commodity inflation. This s…
Federal Reserve-chefen Kevin Warsh sade vid en paneldiskussion i Sintra att AI-boomen driver en kraftig ökning av investeringar i USA, vilket skiljer sig från tidigare perioder med aktieåterköp. Han b…
Central banks, including the ECB and Federal Reserve, are evaluating whether artificial intelligence will drive inflation, with potential policy shifts on the horizon. Kevin Warsh emphasized the centr…
Federal Reserve Chair Kevin Warsh said the central bank must determine whether artificial intelligence is contributing to inflation, describing AI as 'structurally disinflationary' in contrast to othe…
Kevin Warsh, a prominent figure in monetary policy, said the central bank must determine whether artificial intelligence has an inflationary impact, adding to the debate over potential Federal Reserve…
The U.S. M2 money supply reached a record $23.05 trillion in May 2026, expanding 5.58% year-over-year, the fastest pace in five years. The growth raises inflation concerns and may influence Federal Re…
Federal Reserve Chair Kevin Warsh and ECB President Christine Lagarde are speaking at the ECB Forum on Central Banking in Sintra, Portugal, where discussions on tokenization and AI could signal policy…
Stocks closed their best quarter in years on Tuesday, with the Dow, S&P 500, and Nasdaq posting strong gains, driven by chipmaker stocks and easing concerns about an AI bubble. However, analysts warn …
HSBC identified six major 'pain trades' for the second half of the year, warning that crowded consensus on the dollar, AI, and yield curves could unravel rapidly. The scenarios include an explosive US…
Federal Reserve-chefen Beth Hammack varnar för att AI-investeringar kan driva på inflationen, vilket kan kräva stramare penningpolitik. Uttalandet går emot andra bedömare som menar att AI kan öka prod…
Chip stocks have more than doubled in the first half of 2026 despite a turbulent period marked by the Iran war and geopolitical tensions, with the U.S. SOX chip index posting its best second quarter o…