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THE FED IS ABOUT TO CUT WHILE THE ECONOMY BOOMS.
🇺🇸 New Fed Chair Kevin Warsh: AI is "structurally disinflationary." Per his WSJ op-ed.
Same pattern. Different decade.
1995: Greenspan saw the productivity boom. Let the economy run hot. Cut rates anyway.
Result: 7 years of risk-on. Nasdaq up 1,132%.
Musk, Altman, Bezos, Druckenmiller all agree: AI is deflationary.
Warsh just took the chair. June 16: his first FOMC.
The next few years are going to be insane.

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