Warsh Signals Inflation Progress; AI Boom Shapes Markets — Open Interest 7/1/2026
Fed’s Kevin Warsh signals inflation progress in Sintra; ECB outlook, AI-driven capex and cloud deals reshape markets—National Grid, Anthropic, EQT discuss power, investment and risks.
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What stands out
Kevin Warsh, speaking in Sintra, signaled that inflation is making progress while he refused to offer forward guidance, a posture Bloomberg's panel framed as cautious optimism. The segment then pivoted to artificial intelligence (AI), Anthropic’s Fable 5 cleared a milestone and Meta accelerated its AI cloud push, forcing viewers to reconcile central-bank optics with technology-led capex. Put simply, the show ties macro policy and AI adoption together: less immediate inflation risk could help AI investment, but it also exposes leverage and financial-stability questions.
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