X·Nick Timiraos*· NickTimiraos·· 4 小时前
沃什反驳AI繁荣与利率无关论
For months, a common view has been that the AI boom is carrying the U.S. economy and that it is too flush with cash and too big to care m...
AI 导读
美联储理事沃什周三反驳了"AI繁荣支撑美国经济、对利率不敏感"的普遍观点，称利率会"渗入裂缝"，且增长正从科技领域"扩散"。他认为更强的总需求可能要求更高利率，但更利率敏感的AI繁荣意味着每次加息作用更大，因此可能无需加太多。
来源：X·Nick Timiraos* · x.com