Latest / The Investment Perspective, with Ninety One
#94 Growth is no longer the enemy: inside Warsh's Fed
Kevin Warsh has chaired his first Fed meeting and testified to Congress, but is he simply doing Trump's bidding? Philip Saunders doesn't think so. He makes sense of Warsh's push to challenge Fed groupthink, why productivity and the AI boom could lift US growth well above conventional estimates, and what it means for inflation, interest rates and the dollar.
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The skinny
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