Seeking Alpha

The BIS Warning: AI Bubble Burst, Credit Event, Inflation, Fiscal Problems

The global central bank BIS issued a stark warning in its 2026 annual report about the AI bubble burst and private credit, with limited policy response capability. AI capex is increasingly financed ...
Seeking Alpha

July CPI Likely To Come 'Hot,' Could Accelerate The AI Bubble Burst

The market expected another "mild" CPI report, but soft data points to a "hot" report. The Fed might be forced to hike in September, with more aggressive tightening policy to be priced in. The AI ...
CNBC

Core inflation hit an annual rate of 3.3% in April, as expected, Fed’s preferred gauge shows

Core PCE prices in April rose 0.2% for the month and 3.3% for the year, against estimates of 0.3% and 3.3%, the Commerce Department reported Thursday. While the annual rates were in line with ...
CNN

Uncomfortably high inflation is a real problem and it’s not going away anytime soon

Here’s something no American wants to hear: Prices are surging again, and uncomfortably high inflation could be with us for quite some time. Inflation has been a thorn in the US economy’s side since ...