Fed Strategy Shift, Inflation Risks, and AI’s Long-Term Rate Impact

Paisley Nardini and Mike Dickson preview the upcoming FOMC meeting, focusing on a potential shift in Fed communication strategy under new leadership. They discuss Middle East tensions, stubborn inflation, and a resilient labor market. The conversation also explores AI’s short-term inflationary impact, longer-term disinflation potential, and how productivity gains could support a structurally higher rate environment.

The Watch List

12 Jun 2026

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