Institutions: AI Spending, Tariffs, and Energy Drive U.S. Inflation Trends
2026-08-27 14:30:14
According to CoinMeta, Kevin Gordon, the head of macro research at Credit Suisse Financial Research Center, stated that the main factors driving inflation in the United States currently include artificial intelligence spending, tariffs, and energy. Following the release of U.S. PCE data on Wednesday, Gordon pointed out that the commodity sector is the area where these two latter factors are most evident, reflecting the changes in dynamics over the past few years. He mentioned that commodity deflation has become rare since the implementation of tariffs, especially in the durable goods sector. Historically, prices for durable goods have been in a deflationary range for most of the time. In terms of the service industry, it is normal to see inflation during periods of economic expansion, and this current inflation is considered 'benign' because the industry has shown resilience and has, to a large extent, driven GDP growth.
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Source:Internet
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