JiJieNet news: Stephen Brown, chief economist for North America at Capital Economics, said that the AI investment boom and the recovery in consumer demand will push up the core inflation rate, and that the Fed’s rate hikes are a matter of timing, not whether they will happen.

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SandwichMev
· 2m ago
If core inflation rebounds, the rate-cut narrative is completely dead.
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ColdStorage
· 5h ago
Hawkish rate-hike expectations are back, and risk markets are shaking again
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FoldedCosmosCat
· 9h ago
Federal Reserve: It’s a matter of timing, not whether it will happen. After hearing your words...
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Unoshi
· 9h ago
Thanks for information
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MoonlightTake-ProfitLine
· 9h ago
The logic chain that the AI boom is driving inflation is kind of interesting—we need to think it through carefully.
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YieldAssassin
· 9h ago
Is demand for consumption bouncing back? I don’t feel it in my wallet at all.
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Post-RainReflectionsMarket
· 9h ago
Wait for Powell to pull a face-change
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