Goldman Sachs warns the US will bear the brunt of a global AI-induced inflation surge

Goldman Sachs estimates that AI will increase core US inflation by around 50bp by the end of the year, five times the expected impact on other nations.

A famed permabear warns the bond market is hinting that double-digit inflation could be on the horizon

SocGen's resident permabear said the recent rise in Treasury yields suggests a bear market in government bonds that signals a coming inflation spike.
Seeking Alpha

Build-A-Bear: Inflation Headwinds Persist, But The Long-Term Setup Looks Attractive Here (DCA)

Consumer Discretionary (XLY) has felt the brunt of persistent inflation over the past year. Unfortunately, due to the ongoing conflict with Iran that has resulted in rising energy prices, I believe ...
MarketWatch

Fed officials see inflation just around the corner — and think consumers will bear the burden, minutes show

Federal Reserve officials believe inflation from new tariffs is just around the corner, and that American consumers are going to pay the costs, minutes of the Fed’s July meeting show. “With regard to ...
Business Insider

A top 3% fund manager warns a 'multi-year bear market' is coming with stocks in the biggest momentum swing of his 45-year career

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Investors have enjoyed sunny days over the last two-and-a-half years thanks to a strong economy and ...
Morningstar

Fed officials see inflation just around the corner - and think consumers will bear the burden, minutes show

A 'few' officials see 'stubbornly elevated inflation' Federal Reserve Chair Jerome Powell speaks during a news conference in July after his colleagues voted 9-2 to keep interest rates unchanged for ...