Mill Street Research on Mythryl: “Seems like some differences in views being expressed between Fed…”

Seems like some differences in views being expressed between Fed officials today, with Williams on the tape saying no rate hikes needed in 2027, while Goolsbee highlights inflation risks from AI, tariffs, oil etc. Market shows 1 hike priced in this year, 2 more next year.

Jesse Felder@jessefelder.com

“It takes a long time for overheated demand to get going, and once it’s going, it’s hard to get rid of. That’s why the conventional wisdom has been if you see overheating demand, you act decisively and quickly to prevent it from rolling into inflation expectations.” www.reuters.com/business/goo...

reuters.comGoolsbee says AI-induced inflation is 'jumping out of its lane,' Semafor reportsFederal Reserve Bank of Chicago President Austan Goolsbee said on Tuesday that inflation is starting to feel like "aggregate overheating" fueled by spillovers from the artificial intelligence investme...

13/10/26, 6:33 pm0 reposts4 likes

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