New Fed Chair Kevin Walsh signals a hawkish new era, promising to end the 'unfair tax' of inflation. But economists warn underlying price pressures are still 3-3.5%, and Bank of America research predicts stickiness until 2028.
The tape Marketplace · Jul 14
“If that means we need a regime change in policy, and we need new consideration of practices, some of which have been working, some of which haven't. That's what we aim to do.”
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The Meb Faber Show · Muddy Waters’ Carson Block on How AI Could Unwind the S&P 500 | #640Jul 17
Carson Block predicts significant job losses and a deflationary shock from AI, while former Commerce Secretary Gina Raimondo launches a new initiative to manage the transition, warning the US could 'lose the AI race' without a plan for workers.
Bloomberg Surveillance · June PPI and the US Eco OutlookJul 15
The memory chip market won't be in balance until 2029 or 2030, requiring 'historic' spending from SK Hynix, Micron, and Samsung. Meanwhile, component costs have surged 25% while enterprise capex is only up 4%, creating a painful mismatch for IT managers.
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