Apollo's Torsten Slok said the AI build-out will be inflationary early on, which could limit Federal Reserve Chair Kevin Warsh's ability to cut rates as quickly as he has suggested. The message is modestly hawkish for rates because faster AI-related investment may keep inflation pressures elevated in the near term.
Apollo's Torsten Slok said the AI build-out will be inflationary early on, which could limit Federal Reserve Chair Kevin Warsh's ability to cut rates as quickly as he has suggested. The message is modestly hawkish for rates because faster AI-related investment may keep inflation pressures elevated in the near term.
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mildly negative
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