Warsh withholds October rate signal, warns AI data center investments are a 'supply shock', pledges to contain price increases

Fed Chair Kevin Warsh gave no hint on the October policy decision in remarks at an IMF fireside chat in Bangkok, withholding any rate signal. He described massive AI data center investments as a "supply shock" complicating inflation and productivity modeling, and pledged to contain price increases as a flood of private-sector funds drives up demand.

Detected & updated continuously · Source: Nebula