Updated
Updated · Reuters · Jun 4
Fed's Daly Says AI Is Not Driving Inflation as Tariffs and Iran War Lift Prices
Updated
Updated · Reuters · Jun 4

Fed's Daly Says AI Is Not Driving Inflation as Tariffs and Iran War Lift Prices

3 articles · Updated · Reuters · Jun 4

Summary

  • Mary Daly said AI is neither pushing inflation up nor pulling it down now, making it no immediate concern for monetary policy.
  • A 12-month policy horizon leaves little reason for the Fed to react, she said, even though AI could become a deflationary force over the next five to 10 years.
  • Higher tariffs are driving the current inflation rise, Daly said, with energy and food prices also climbing since the start of the Iran war.
  • At the same Bloomberg Tech event, Daly said AI's economic payoff is still hard to see in the data, with the coming year likely to test whether heavy investment turns into measurable productivity gains.

Insights

AI is everywhere but in the economic data. Is this a temporary lag or a miscalculation of its true value?
Could the AI boom lead to 'stagflation,' with high investment fueling inflation without boosting real productivity?
If transforming operations is key to AI success, why are most companies failing to adapt their core processes?