Does AI Need To Break To Contain Inflation?
Unable to add items
Sorry, we're unable to add the item because your cart is already full.
Add to basket failed.
Please try again later
Add to wishlist failed.
Please try again later
Failed to remove from Wish List.
Please try again later
Adding to library failed
Please try again
Unable to follow podcast
Unable to unfollow podcast
-
Narrated by:
-
By:
Last week's strong US CPI data left a Fed rate hike this week a foregone conclusion and likely inaugurates at least a modest hiking cycle. Inflation pressures are broad and not strictly energy-related, arguing for tighter policy globally. But does one key source of inflation, the AI build-out, need to break, to get price stability back on target? And what does that mean for an asset allocation strategy over the remainder of this year, into 2027? We discuss these questions, as well as how the US dollar might fare in an environment of constant flux, with Cayla Seder, Senior Macro Strategist at State Street Markets.
See omnystudio.com/listener for privacy information.
adbl_web_anon_alc_button_suppression_t1
No reviews yet