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…
Hong Kong stocks fell 11% in the first half of the year, making the city's exchange one of the world's worst performers, as a hawkish Federal Reserve and a lack of pure AI exposure weighed on sentimen…
The Supreme Court upheld President Donald Trump's power to fire heads of independent federal agencies, overturning a 91-year-old precedent, but allowed Federal Reserve Governor Lisa Cook to remain in …
US IPOs and share sales hit a record $251 billion in the first half of 2026, driven by SpaceX's $86.2 billion listing and Alphabet's $85 billion fundraise. AI infrastructure spending is fueling demand…
US stocks fell sharply on June 5, 2026, as stronger-than-expected jobs data fueled rate hike fears and AI spending scrutiny intensified. The Nasdaq dropped 4%, led by chipmakers, amid concerns that hi…
Former Kansas City Fed President Esther George warns that the Federal Reserve under new chair Kevin Warsh will likely raise interest rates, contradicting President Trump's calls for cuts. George cited…
Former Kansas City Fed President Esther George advises Americans to plan for higher interest rates under new Fed Chair Kevin Warsh, citing persistent inflation above the 2% target and the possibility …
Investors face a busy week with the June jobs report, falling oil prices, and ongoing AI spending concerns. The S&P 500, Dow, and Nasdaq all edged lower on Friday, while markets await key economic dat…