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Kevin Warsh's view is clear: AI will eventually force interest rates lower because it will be highly deflationary. "AI is going to make almost everything cost less. We're at the front end of a productivity boom." The problem is that today's economy is telling a different story. Inflation is... show more

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Kevin Warsh, the new Fed Chair, just made it clear why rates are going lower: “AI is going to make almost everything cost less. We’re at the front end of a productivity boom. Economic growth won’t be inflationary—we’re in the early innings of a structural decline in prices.” Elon Musk, Sam Altman, even Stanley Druckenmiller all expect AI to be strongly deflationary. The next few years are going to be insane.

Kevin Warsh, the new Fed Chair, just made it clear why rates are going lower: “AI is going to make almost everything cost less. We’re at the front end of a productivity boom. Economic growth won’t be inflationary—we’re in the early innings of a structural decline in prices.” Elon Musk, Sam Altman, even Stanley Druckenmiller all expect AI to be strongly deflationary. The next few years are going to be insane.

Daniel

892,432 Aufrufe • vor 2 Monaten

KEVIN WARSH'S TAKE ON AI: “AI IS GOING TO MAKE ALMOST EVERYTHING COST LESS. WE’RE AT THE FRONT END OF A PRODUCTIVITY BOOM. ECONOMIC GROWTH WON’T BE INFLATIONARY, WE’RE IN THE EARLY INNINGS OF A STRUCTURAL DECLINE IN PRICES.”

KEVIN WARSH'S TAKE ON AI: “AI IS GOING TO MAKE ALMOST EVERYTHING COST LESS. WE’RE AT THE FRONT END OF A PRODUCTIVITY BOOM. ECONOMIC GROWTH WON’T BE INFLATIONARY, WE’RE IN THE EARLY INNINGS OF A STRUCTURAL DECLINE IN PRICES.”

Vivek Sen

41,156 Aufrufe • vor 1 Monat

RATE CUT? Today's inflation report has the market rallying with CPI coming in lower than expectations. Annualized CPI is running at a 1.9% rate. None of the 'experts' predictions about runaway inflation have come true. Will Fed Chair Powell do the right thing and cut rates so that Americans can afford to buy homes?

RATE CUT? Today's inflation report has the market rallying with CPI coming in lower than expectations. Annualized CPI is running at a 1.9% rate. None of the 'experts' predictions about runaway inflation have come true. Will Fed Chair Powell do the right thing and cut rates so that Americans can afford to buy homes?

@amuse

33,530 Aufrufe • vor 11 Monaten

THE FED IS ABOUT TO CUT WHILE THE ECONOMY BOOMS. 🇺🇸 New Fed Chair Kevin Warsh: AI is "structurally disinflationary." Per his WSJ op-ed. Same pattern. Different decade. 1995: Greenspan saw the productivity boom. Let the economy run hot. Cut rates anyway. Result: 7 years of risk-on. Nasdaq up 1,132%. Musk, Altman, Bezos, Druckenmiller all agree: AI is deflationary. Warsh just took the chair. June 16: his first FOMC. The next few years are going to be insane.

THE FED IS ABOUT TO CUT WHILE THE ECONOMY BOOMS. 🇺🇸 New Fed Chair Kevin Warsh: AI is "structurally disinflationary." Per his WSJ op-ed. Same pattern. Different decade. 1995: Greenspan saw the productivity boom. Let the economy run hot. Cut rates anyway. Result: 7 years of risk-on. Nasdaq up 1,132%. Musk, Altman, Bezos, Druckenmiller all agree: AI is deflationary. Warsh just took the chair. June 16: his first FOMC. The next few years are going to be insane.

Merlijn The Trader

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BREAKING: "As soon as this war is over, which will not be long, you're going to see oil prices drop and you're going to see a stock market which is already at the highest point in history, go through the roof. "With all of this, inflation is much lower than it was under Biden. Biden had the highest inflation in the history of our country... Our inflation is just short term." - President Trump

BREAKING: "As soon as this war is over, which will not be long, you're going to see oil prices drop and you're going to see a stock market which is already at the highest point in history, go through the roof. "With all of this, inflation is much lower than it was under Biden. Biden had the highest inflation in the history of our country... Our inflation is just short term." - President Trump

Fox News

1,238,302 Aufrufe • vor 1 Monat

Kevin Warsh is already signaling what could be a major shift in Fed policy. While rising oil and a softer labor market have investors worried about inflation, he argues an AI-driven productivity boom from companies like $NVDA, $MSFT, $GOOGL and $AMZN could actually push prices lower. If that view gains traction, it could reshape how the market thinks about growth and rates. A productivity wave powered by AI could allow the economy to expand faster while inflation cools, changing the framework investors have used since the post-pandemic cycle.

Kevin Warsh is already signaling what could be a major shift in Fed policy. While rising oil and a softer labor market have investors worried about inflation, he argues an AI-driven productivity boom from companies like $NVDA, $MSFT, $GOOGL and $AMZN could actually push prices lower. If that view gains traction, it could reshape how the market thinks about growth and rates. A productivity wave powered by AI could allow the economy to expand faster while inflation cools, changing the framework investors have used since the post-pandemic cycle.

Sam Badawi

102,274 Aufrufe • vor 4 Monaten

The market is convinced the AI boom is deflationary. They are completely missing the physical cost of the build-out. Otavio (Tavi) Costa explains why the AI infrastructure scramble is actually a massive inflation trap. Watch the full breakdown on Kitco NEWS

The market is convinced the AI boom is deflationary. They are completely missing the physical cost of the build-out. Otavio (Tavi) Costa explains why the AI infrastructure scramble is actually a massive inflation trap. Watch the full breakdown on Kitco NEWS

Jeremy Szafron

26,196 Aufrufe • vor 1 Monat

🚨 ELON MUSK MAY HAVE JUST EXPOSED THE NEXT BIG PROBLEM FOR THE GLOBAL ECONOMY. Musk says AI demand is now so extreme that production shortages have become “insane.” At the same time, Tim Cook says tech cost inflation is the worst he has seen in 40 years. Now AI is starting to push up the cost of chips, electricity, software, smartphones, and data centers across the entire economy. The AI boom is no longer just a Bubble. It is starting to become an inflation problem too.

🚨 ELON MUSK MAY HAVE JUST EXPOSED THE NEXT BIG PROBLEM FOR THE GLOBAL ECONOMY. Musk says AI demand is now so extreme that production shortages have become “insane.” At the same time, Tim Cook says tech cost inflation is the worst he has seen in 40 years. Now AI is starting to push up the cost of chips, electricity, software, smartphones, and data centers across the entire economy. The AI boom is no longer just a Bubble. It is starting to become an inflation problem too.

Crypto Rover

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EISEN: It's strange if you really think GDP is around 7% to argue for lower interest rates in that environment, especially with inflation above target HASSETT: If we continue to have the supply side boom that we've seen in the first half of this year, there will be plenty of room for the Fed to lower rates

EISEN: It's strange if you really think GDP is around 7% to argue for lower interest rates in that environment, especially with inflation above target HASSETT: If we continue to have the supply side boom that we've seen in the first half of this year, there will be plenty of room for the Fed to lower rates

Aaron Rupar

72,795 Aufrufe • vor 5 Monaten

🇺🇸 FED DECISION TODAY. 2:00 PM ET. Kevin Warsh's first real test as Chair. Hold: priced in at 98%. Nothing moves. Cut: almost impossible with inflation at 4.2%. Hike: the real tail risk. Dollar spikes, risk assets bleed. The rate is the decoy. The dot plot is the story.

🇺🇸 FED DECISION TODAY. 2:00 PM ET. Kevin Warsh's first real test as Chair. Hold: priced in at 98%. Nothing moves. Cut: almost impossible with inflation at 4.2%. Hike: the real tail risk. Dollar spikes, risk assets bleed. The rate is the decoy. The dot plot is the story.

Merlijn The Trader

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CNBC: Do you think Warsh is going to stick with his plan to cut rates? Because the market is pricing in higher odds of rate hikes given what's happening with inflation HASSETT: The bottom line we're in a time just like we were in the '90s ... CNBC: But don't you have to react to the data? HASSETT: It's a temporary disruption that we expect people will look through

CNBC: Do you think Warsh is going to stick with his plan to cut rates? Because the market is pricing in higher odds of rate hikes given what's happening with inflation HASSETT: The bottom line we're in a time just like we were in the '90s ... CNBC: But don't you have to react to the data? HASSETT: It's a temporary disruption that we expect people will look through

Aaron Rupar

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"All I want to do in what's left of my time at the Fed is have the economy be strong and have inflation be under control, have a solid labor market," Chair Powell says.

"All I want to do in what's left of my time at the Fed is have the economy be strong and have inflation be under control, have a solid labor market," Chair Powell says.

Yahoo Finance

14,804 Aufrufe • vor 1 Jahr

🚨 NOW: President Trump just said America is about to surge the Golden Age as soon as the Iran war ends "As soon as this war is over, which will not be long, you're going to see oil prices dropped, and you're going to see a stock market, which is already at the highest points in history, go through the roof, you're going to see the Golden Age of America, frankly, and you're seeing it now." "Don't forget, you have hundreds of ships that are loaded up with oils that want to come out." "You're going to have inflation that goes way down." "Now with all of this, inflation is much lower than it was under Biden. Biden had the highest inflation in the history of our country. Inflation is nothing but comparison, but our inflation is just your term." "If you go from before, just before the war, we were for the last three months, 1.7 percent."

🚨 NOW: President Trump just said America is about to surge the Golden Age as soon as the Iran war ends "As soon as this war is over, which will not be long, you're going to see oil prices dropped, and you're going to see a stock market, which is already at the highest points in history, go through the roof, you're going to see the Golden Age of America, frankly, and you're seeing it now." "Don't forget, you have hundreds of ships that are loaded up with oils that want to come out." "You're going to have inflation that goes way down." "Now with all of this, inflation is much lower than it was under Biden. Biden had the highest inflation in the history of our country. Inflation is nothing but comparison, but our inflation is just your term." "If you go from before, just before the war, we were for the last three months, 1.7 percent."

Eric Daugherty

119,691 Aufrufe • vor 1 Monat

🚨JUST IN: BlackRock urges Fed to cut rates. Blackrock's CIO Rick Rieder says the Fed needs to cut rates to ease housing and inflation. 🗣️"I think it's quite consistent to bring the interest rate down, even though the economy is operating at a pretty good level."

🚨JUST IN: BlackRock urges Fed to cut rates. Blackrock's CIO Rick Rieder says the Fed needs to cut rates to ease housing and inflation. 🗣️"I think it's quite consistent to bring the interest rate down, even though the economy is operating at a pretty good level."

Coin Bureau

52,715 Aufrufe • vor 11 Monaten

The AI boom is over. Varoufakis explains how the war with Iran will cause a permanent energy crisis, making energy hungry AI investments impossible. Central banks will be forced to hike interest rates, crushing the global economy.

The AI boom is over. Varoufakis explains how the war with Iran will cause a permanent energy crisis, making energy hungry AI investments impossible. Central banks will be forced to hike interest rates, crushing the global economy.

Furkan Gözükara

102,700 Aufrufe • vor 3 Monaten

🎥WATCH: FED MINUTES SHOW AI DEMAND IS NOW AN INFLATION RISK The AI boom is now an official inflation concern for the Fed. "Participants judged that the risks to the inflation outlook were tilted to the upside," with AI demand pushing upward pressure on tech and electricity prices. Some officials also noted AI could eventually reduce costs through productivity gains, but "that effect would likely take time to materialize."

🎥WATCH: FED MINUTES SHOW AI DEMAND IS NOW AN INFLATION RISK The AI boom is now an official inflation concern for the Fed. "Participants judged that the risks to the inflation outlook were tilted to the upside," with AI demand pushing upward pressure on tech and electricity prices. Some officials also noted AI could eventually reduce costs through productivity gains, but "that effect would likely take time to materialize."

Coin Bureau

36,823 Aufrufe • vor 16 Stunden

US / Iran resolution and oil cratering at the convergence of Kevin Warsh's first FED meeting, who just so happens to measure inflation differently than all the fear headlines measure inflation, while PMI booms from AI productivity… Crypto holder, I hope you’re watching…

US / Iran resolution and oil cratering at the convergence of Kevin Warsh's first FED meeting, who just so happens to measure inflation differently than all the fear headlines measure inflation, while PMI booms from AI productivity… Crypto holder, I hope you’re watching…

Dan Gambardello

24,379 Aufrufe • vor 24 Tagen

🇺🇸 CATHIE WOOD: AI-DRIVEN PRODUCTIVITY BOOM IS COMING—“INFLATION WILL BE MUCH LOWER THAN EXPECTED” "We think the rolling recession is ending, and we’re entering a period of major productivity gains. The government’s even using generative AI to cut FDA trial reviews from days to minutes. Companies like Palantir are leading this shift. This wave of productivity means lower inflation and a capital-friendly environment." Source: Cathie Wood CNBC

🇺🇸 CATHIE WOOD: AI-DRIVEN PRODUCTIVITY BOOM IS COMING—“INFLATION WILL BE MUCH LOWER THAN EXPECTED” "We think the rolling recession is ending, and we’re entering a period of major productivity gains. The government’s even using generative AI to cut FDA trial reviews from days to minutes. Companies like Palantir are leading this shift. This wave of productivity means lower inflation and a capital-friendly environment." Source: Cathie Wood CNBC

Mario Nawfal

71,426 Aufrufe • vor 1 Jahr

Will Burgeoning Core Inflation Pressures from AI Capex Force the Fed to Crash the Stock Market? Darius Dale joined our friend Romaine Bostick on Bloomberg’s The Close to break down why The Fed is rapidly falling behind the curve as core inflation pressures continue to build across the buoyant US economy. While AI is unquestionably disinflationary over the long term, it is acting as a massive demand shock for resources and capital in the interim. This is adding upward pressure on inflation and yields.

Will Burgeoning Core Inflation Pressures from AI Capex Force the Fed to Crash the Stock Market? Darius Dale joined our friend Romaine Bostick on Bloomberg’s The Close to break down why The Fed is rapidly falling behind the curve as core inflation pressures continue to build across the buoyant US economy. While AI is unquestionably disinflationary over the long term, it is acting as a massive demand shock for resources and capital in the interim. This is adding upward pressure on inflation and yields.

42 Macro 🇺🇸

31,268 Aufrufe • vor 1 Monat