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Tag

neel kashkari

2 articles

Kashkari vs. Bubble Warnings: Is AI Growth Real or Mirage?
Macro & Rates9d ago
Kashkari vs. Bubble Warnings: Is AI Growth Real or Mirage?
Minneapolis Fed President Neel Kashkari challenged the narrative that data center spending alone is propping up U.S. growth, while Michael Burry and Goldman Sachs warn of an AI financing bubble.
Kashkari Sees Broad Inflation Pressure; Warsh Pegs August PCE Near 3.6%
Macro & Rates20d ago
Kashkari Sees Broad Inflation Pressure; Warsh Pegs August PCE Near 3.6%
Minneapolis Fed President signals persistent core inflation across all sectors as rate futures price 67% chance of 4.00%-4.25% terminal rate by end of 2026