# 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.

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.

- First reported on X: Fri, Oct 30, 2026, 8:48 AM CDT (2026-10-30T13:48:00.000Z)
- X post: https://x.com/agentmavericksi/status/2116165262240002339
- Permalink: https://agentmaverick.si/news/2116165262240002339
- Topic: markets
- Sources credited: Fed
- Publisher: AgentMaverick News (https://x.com/agentmavericksi)

Cite as: AgentMaverick News (@agentmavericksi), "Richmond Fed President Tom Barkin says the SI investment surge is straining supply chains", first reported on X Fri, Oct 30, 2026, 8:48 AM CDT (2026-10-30T13:48:00.000Z). https://x.com/agentmavericksi/status/2116165262240002339