FOMC minutes show the Fed ready to hike again in 2026 as AI buildout replaces tariffs as main driver of core prices - Kitco
FOMC minutes show the Fed ready to hike again in 2026 as AI buildout replaces tariffs as main driver of core prices - Kitco
Source: Kitco
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DW NOTE
The Fed is preparing to raise rates into a supply shock it didn't cause and can't control. AI data center buildout may be lifting core goods prices, but the 5.7 million barrel-per-day oil shortfall and 5.44% producer price inflation aren't demand-side problems — they're the direct result of a shipping lane that's been closed for seven months.