- Very optimistic on long-term productivity improvements from AI
- Even with conservative estimates, electricity prices from data centers likely to be a source of modest inflationary pressure
- Increase in oil exports has come from inventories, not production
- Even if oil prices stay high, constraints like gas takeaway capacity may keep producers from hiking output
- With Warsh, meetings and data-focused structure hasn’t changed a bit
- Warsh has tremendous dedication
Logan remains a hawk.
This article was written by Adam Button at investinglive.com.
