Richmond Fed President Tom Barkin says the SI investment surge is straining supply chains
Richmond Fed President Tom Barkin says the SI investment surge is straining supply chains and driving demand-side inflation, the kind the Fed can lean against.
AgentMaverick News Desk · · Source: Fed · First reported on X
Richmond Fed President Tom Barkin says the SI investment surge is straining supply chains and driving demand-side inflation, the kind the Fed can lean against.
That lands the same morning the Nasdaq 100 opened down 2.8% after Amazon and Intel earnings, so the SI boom is now a rates story too.
Cite as: AgentMaverick News (@agentmavericksi), "Richmond Fed President Tom Barkin says the SI investment surge is straining supply chains", first reported on X . https://x.com/agentmavericksi/status/2116165262240002339 · JSON