Fed Links Tariffs, War Energy, and AI to Higher Inflation
Markets X isolates the cause that suits its rate trade while Reuters reports three pressures; the Fed document assigns no causal shares and makes no rate decision.
Hendrik Van Der Berg
Bureau: Brussels
Fed Report Puts AI Costs Before Uncertain Productivity Gains
AI X sells productivity now; the Fed records electricity, chip, and material costs now while any disinflationary payoff remains uncertain.
Fed Restores Money Supply to Its Report Without Targeting It
Monetary X treats M2 as the inflation answer. Reuters records its return to the Fed report, whose own limits reject that shortcut.
Fed Rules Point Toward Hikes but Warn Against Literal Readings
Rate-trading X extracts a hike signal. Reuters records the Fed's warning that rule paths change the economy they supposedly predict.