TS Lombard Urges Fed to Tighten Policy Against AI Boom as Leverage Builds

1 articles · Updated · Bloomberg · Jul 14

Freya Beamish of TS Lombard said the Federal Reserve is behind the curve and should begin tightening policy to restrain the US artificial-intelligence boom.
Beamish argued officials need to lean against a buildup of leverage tied to technology, framing financial excess rather than weak growth as the immediate risk.
She said the Fed can afford to tighten because the US economy remains resilient, suggesting stronger activity gives policymakers room to act.