Annie 所长|7月 02, 2026 02:20
Kevin Warsh stays hawkish, Fed's 2% inflation target remains unchanged, and he's bullish on AI's future!
1. The real AI dividends haven’t even started yet
Right now, the U.S. economy is staying strong thanks to CapEx and productivity, but the growth dividends from AI are barely realized—the real boom is still ahead.
2. Rare global central bank consensus! AI is no longer just a PPT concept but a core money printer
Global central banks are seriously discussing AI, no longer treating it as a concept. It’s now widely believed that AI will drive productivity to a whole new level.
3. Could AI be the ultimate cure for high prices?
AI can boost efficiency, lower costs, and create more supply. The productivity gains it brings could actually help ease inflationary pressures rather than send prices spiraling out of control.
#AI #Inflation #KevinWarsh #FederalReserve
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