7 ms·
On interest rates I guess this is one of the concerns: "AI “definitely is, in the short and medium run, a force that increases both natural rates and potential
by root-parent 15d ago
On interest rates I guess this is one of the concerns:
"AI “definitely is, in the short and medium run, a force that increases both natural rates and potentially price pressures,” Arellano said. But other shifting pieces of the U.S. economy appear to be significantly offsetting the effect of AI investment, for now. If accelerating AI investment were to outpace the residential slowdown—or if rates were to fall and residential investment rebound—spiking aggregate investment would mean strong demand and even more upward pressure on rates."
https://www.minneapolisfed.org/article/2026/how-is-ai-influencing-interest-rates-investment-productivity-prices-and-more https://www.minneapolisfed.org/article/2026/how-is-ai-influe...