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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

Daniel

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154,839 views • 1 month ago •via X (Twitter)

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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

893,453 views • 2 months ago

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 views • 1 month ago

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 views • 11 months ago

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

713,526 views • 1 month ago

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

1,238,476 views • 2 months ago

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 views • 4 months ago

🚨 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

371,713 views • 22 days ago

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 views • 5 months ago

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

34,734 views • 3 months ago

🚨 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

119,735 views • 2 months ago

"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 views • 1 year ago

🚨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 views • 11 months ago

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 views • 4 months ago

🇺🇸 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 views • 1 year ago

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 views • 2 months ago

The new Fed Chair just went on record saying AI is the biggest economic shift of his lifetime and markets are completely missing what that means (Save this). Kevin Warsh, the newly confirmed Fed Chair declared that artificial intelligence is "perhaps as important a change in the economy, business, and households as we've had in my adult lifetime." Before being nominated, Warsh called the current moment the most productivity-enhancing wave of our lifetimes, past, present, and future and argued in a Wall Street Journal that AI would be a significant disinflationary force that bolsters American competitiveness for decades. Warsh's core thesis is built on a direct parallel to the 1990s internet boom. He argues that the internet took a decade to show up in official productivity data, but the Fed under Greenspan took the bet early allowing the economy to run hotter than conventional models suggested and the result was a historic expansion with low inflation and rising real wages. Warsh wants to make that same bet on AI, and has said "the anecdotes will be there before the data. Policymakers will have to take a chance." But his first meeting as Fed Chair tells the more complicated near-term story. Today, Warsh held rates steady at 3.5 to 3.75%, the fourth consecutive hold and nearly half the committee signaled they want to hike rates before year end, with nine officials forecasting at least one increase. The reason AI infrastructure spending is currently inflationary before it is disinflationary, the $4 trillion global data center buildout is consuming steel, electrical equipment, land and skilled labor faster than it is producing productivity gains. Warsh notably did not submit a rate forecast dot at all, the only FOMC member not to, a deliberate signal that he refuses to box himself in. He also made a sweeping structural change to how the Fed communicates. Warsh stripped forward guidance from the policy statement entirely and has reduced the frequency of public Fed commentary, his philosophy being that markets should react to data, not to Fed predictions. This is a fundamental shift from the Powell era, and it means volatility around economic data releases goes up substantially from here.

The new Fed Chair just went on record saying AI is the biggest economic shift of his lifetime and markets are completely missing what that means (Save this). Kevin Warsh, the newly confirmed Fed Chair declared that artificial intelligence is "perhaps as important a change in the economy, business, and households as we've had in my adult lifetime." Before being nominated, Warsh called the current moment the most productivity-enhancing wave of our lifetimes, past, present, and future and argued in a Wall Street Journal that AI would be a significant disinflationary force that bolsters American competitiveness for decades. Warsh's core thesis is built on a direct parallel to the 1990s internet boom. He argues that the internet took a decade to show up in official productivity data, but the Fed under Greenspan took the bet early allowing the economy to run hotter than conventional models suggested and the result was a historic expansion with low inflation and rising real wages. Warsh wants to make that same bet on AI, and has said "the anecdotes will be there before the data. Policymakers will have to take a chance." But his first meeting as Fed Chair tells the more complicated near-term story. Today, Warsh held rates steady at 3.5 to 3.75%, the fourth consecutive hold and nearly half the committee signaled they want to hike rates before year end, with nine officials forecasting at least one increase. The reason AI infrastructure spending is currently inflationary before it is disinflationary, the $4 trillion global data center buildout is consuming steel, electrical equipment, land and skilled labor faster than it is producing productivity gains. Warsh notably did not submit a rate forecast dot at all, the only FOMC member not to, a deliberate signal that he refuses to box himself in. He also made a sweeping structural change to how the Fed communicates. Warsh stripped forward guidance from the policy statement entirely and has reduced the frequency of public Fed commentary, his philosophy being that markets should react to data, not to Fed predictions. This is a fundamental shift from the Powell era, and it means volatility around economic data releases goes up substantially from here.

Milk Road AI

72,903 views • 1 month ago

🚨 DAVID SACKS: “I don't think there's going to be this huge job loss associated with this [AI] productivity boom that we're going to get. In fact, I think what's actually happening now is that AI is becoming synonymous with the American economy … It's generating 75% of GDP.”

🚨 DAVID SACKS: “I don't think there's going to be this huge job loss associated with this [AI] productivity boom that we're going to get. In fact, I think what's actually happening now is that AI is becoming synonymous with the American economy … It's generating 75% of GDP.”

Chief Nerd

79,986 views • 2 months ago

Out now- how Alf is seeing things in macro: - bullish stocks and bonds because the Fed put is back - yield curve to bull steepen as Fed cuts interest rates as inflation moderates - the abundance of long-term fixed-rate debt in the U.S. has shielded the American private sector from the ravages of higher rates - however, to say that high rates are actually stimulative is going too far. borrowers will have to refinance eventually - much of European economy has already felt the contractionary effects of higher rates. That is why the Swedish central bank has already begun to cut interest rates. expect more of this This interview is brought to you by VanEck, a global leader in asset management since 1955. I'm very proud to say that VanEck is Forward Guidance's exclusive sponsor - check them out! Recorded on May 8 Enjoy 🔥

Out now- how Alf is seeing things in macro: - bullish stocks and bonds because the Fed put is back - yield curve to bull steepen as Fed cuts interest rates as inflation moderates - the abundance of long-term fixed-rate debt in the U.S. has shielded the American private sector from the ravages of higher rates - however, to say that high rates are actually stimulative is going too far. borrowers will have to refinance eventually - much of European economy has already felt the contractionary effects of higher rates. That is why the Swedish central bank has already begun to cut interest rates. expect more of this This interview is brought to you by VanEck, a global leader in asset management since 1955. I'm very proud to say that VanEck is Forward Guidance's exclusive sponsor - check them out! Recorded on May 8 Enjoy 🔥

Jack Farley

36,817 views • 2 years ago

Adobe has undoubtedly created a product that lives up to the claim of giving the professional film industry a big efficiency boost with AI. What we're seeing here is a glimpse into the future, insofar as AI-generated scenes are adapted, extended or expanded according to individual needs. I estimate that by 2026 almost every movie will contain a large proportion of AI-generated content. Because even in Hollywood, cost efficiency is what counts in the end. And that is unbeatable with AI

Adobe has undoubtedly created a product that lives up to the claim of giving the professional film industry a big efficiency boost with AI. What we're seeing here is a glimpse into the future, insofar as AI-generated scenes are adapted, extended or expanded according to individual needs. I estimate that by 2026 almost every movie will contain a large proportion of AI-generated content. Because even in Hollywood, cost efficiency is what counts in the end. And that is unbeatable with AI

Chubby♨️

107,333 views • 1 year ago