AI Boom, Higher Rates
15:53–16:27 · 34s
He explains why the rush to build AI infrastructure may push the neutral rate upward, making near-term Fed cuts unlikely and potentially leading to tighter policy.
15:53–16:27 · 34s
He explains why the rush to build AI infrastructure may push the neutral rate upward, making near-term Fed cuts unlikely and potentially leading to tighter policy.
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