NewsletterTFFeb 25

AI Productivity Gains: A Catalyst for Interest Rate Cuts?

Will AI productivity boost the economy enough for lower interest rates by 2025? A former Fed pick thinks so, but others are unsure.

#AIEconomics, #InterestRates, #ProductivityGrowth, #FederalReserve, #EconomicPolicy

https://newsletter.tf/ai-productivity-gains-lower-interest-rates-2025/

NewsletterTFFeb 25

Experts believe AI could increase productivity by 25% by 2025, potentially leading to lower interest rates. This is a big change from current trends.

#AIEconomics, #InterestRates, #ProductivityGrowth, #FederalReserve, #EconomicPolicy

https://newsletter.tf/ai-productivity-gains-lower-interest-rates-2025/

AI Productivity Gains Could Lead to Lower Interest Rates in 2025, Says Trump Fed Pick

Will AI productivity boost the economy enough for lower interest rates by 2025? A former Fed pick thinks so, but others are unsure.

Yonhap Infomax NewsFeb 25
Federal Reserve officials are voicing skepticism over AI-driven productivity gains, signaling that interest rate cuts may not be imminent despite pressure from the Trump administration, as debates intensify over AI’s true economic impact and the appropriate monetary policy response.
#YonhapInfomax
#FederalReserve #ArtificialIntelligence #InterestRates #ProductivityGrowth #TrumpAdministration
#Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=106710
Fed Officials Push Back on AI Optimism—Will the Fed Resist Trump’s Rate Cut Pressure?

Federal Reserve officials are voicing skepticism over AI-driven productivity gains, signaling that interest rate cuts may not be imminent despite pressure from the Trump administration, as debates intensify over AI’s true economic impact and the appropriate monetary policy response.

Yonhap Infomax
Don Curren 🇨🇦🇺🇦Feb 19
“This decoupling — maintaining high #output with significantly lower #labour input — is the hallmark of #productivitygrowth. My own updated analysis suggests a #US #productivity increase of roughly 2.7 per cent for 2025” open.substack.com/pub/adamtooz...

Top Links 1018 The geography o...
Top Links 1018 The geography of US inflation. Crushing Cuba. A third industrial divide. Cornel West on Hegel.

Great links, images, and reading from Chartbook Newsletter by Adam Tooze

Chartbook
Yonhap Infomax NewsFeb 6
Fed Vice Chair Philip Jefferson highlighted that strong productivity growth could help bring US inflation back to the 2% target, supporting output and real wage gains without adding inflationary pressure.
#YonhapInfomax #FederalReserve #PhilipJefferson #ProductivityGrowth #Inflation #NeutralInterestRate #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=104379
Fed Vice Chair Jefferson Says Strong Productivity Gains Could Help Lower Inflation

Fed Vice Chair Philip Jefferson highlighted that strong productivity growth could help bring US inflation back to the 2% target, supporting output and real wage gains without adding inflationary pressure.

Yonhap Infomax
Yonhap Infomax NewsJan 21
KB Securities has raised Hyundai Motor's target price by 158% to 800,000 won, valuing Boston Dynamics at 128 trillion won and projecting major productivity gains from humanoid robots.
#YonhapInfomax #HyundaiMotor #BostonDynamics #TargetPrice #HumanoidRobots #ProductivityGrowth #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=101216
Hyundai Motor Target Price Raised 158% to 800,000 Won—Boston Dynamics Valued at 128 Trillion Won

KB Securities has raised Hyundai Motor's target price by 158% to 800,000 won, valuing Boston Dynamics at 128 trillion won and projecting major productivity gains from humanoid robots.

Yonhap Infomax
General Strike NowDec 27

... General Strike and, for anyone interested in finance, 50 years since Britain was forced into a humiliating bailout by the International Monetary ...

There will be plenty of anniversaries to celebrate in 2026. It will be 250 years since the creation of the United States, 100 years since the General Strike and, for anyone interested in finance, 50 years since Britain was forced into a humiliating b…#DenisHealey #RachelReeves #Britain #IMFbailout #publicspending #InternationalMonetaryFund #bailoutpackage #Labourgovernment #productivitygrowth #IMFstaff #marginaltaxrates #currencymarkets
The lessons from Britain’s IMF bailout are more relevant than ever

The lessons from Britain’s IMF bailout are more relevant than ever

There will be plenty of anniversaries to celebrate in 2026. It will be 250 years since the creation of the United States, 100 years since the General Strike ...

Yahoo News UK
Yonhap Infomax NewsOct 15
Goldman Sachs COO John Waldron says the US economy is heavily reliant on AI investments but not in a bubble, while Wall Street sees revived deal activity and US-China ties shift toward de-risking.
#YonhapInfomax #GoldmanSachs #ArtificialIntelligence #ProductivityGrowth #InvestmentBanking #USChinaRelations #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=85724
Goldman COO Says US Heavily Reliant on AI, But No Bubble Forming

Goldman Sachs COO John Waldron says the US economy is heavily reliant on AI investments but not in a bubble, while Wall Street sees revived deal activity and US-China ties shift toward de-risking.

Yonhap Infomax
Yonhap Infomax NewsOct 1
South Korea's top conglomerates, including Samsung Electronics and Hyundai Motor, have joined a government-led alliance to drive manufacturing AI innovation, aiming to make the nation a global leader by 2030 through large-scale pilot projects and the development of universal AI models.
#YonhapInfomax #ManufacturingAI #SamsungElectronics #HyundaiMotor #AIFactory #ProductivityGrowth #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=84359
'Government Unites Samsung, Hyundai Motor, and LG to Achieve 'World's Leading Manufacturing AI Nation by 2030' Goal'

South Korea's top conglomerates, including Samsung Electronics and Hyundai Motor, have joined a government-led alliance to drive manufacturing AI innovation, aiming to make the nation a global leader by 2030 through large-scale pilot projects and the development of universal AI models.

Yonhap Infomax
Yonhap Infomax NewsAug 26, 2025
New York Fed President John Williams signaled that the era of low neutral interest rates is likely to persist, citing unchanged global demographic and productivity trends despite recent rate hikes.
#YonhapInfomax #FederalReserve #NeutralRate #JohnWilliams #InterestRates #ProductivityGrowth #Economics #FinancialMarkets #Banking #Securities #Bonds #StockMarket
https://en.infomaxai.com/news/articleView.html?idxno=78682
New York Fed President Says Era of Low Neutral Rates Likely Not Over

New York Fed President John Williams signaled that the era of low neutral interest rates is likely to persist, citing unchanged global demographic and productivity trends despite recent rate hikes.

Yonhap Infomax