Kevin Warsh 反驳 AI 独撑美国经济的观点，称增长正在拓宽且利率影响更敏感
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 much about int...
AI 导读
Nick Timiraos 报道，Kevin Warsh 周三反驳了 AI 繁荣独力支撑美国经济、对利率不敏感的流行看法，称利率会渗入裂缝，增长正在向科技之外拓宽。这两个立场对利率需升到多高指向相反方向：总需求更强或要求更多加息，但对利率更敏感的 AI 繁荣意味着每次加息作用更大。