★Inflation Pulse From AI and Energy Will Last Decades, IFM Says
"This report suggests that two massive, long-term trends – AI and the energy transition – will fuel persistent inflation for decades. For investors and consumers alike, this means higher costs could become the new normal, fundamentally shifting how we plan for future growth and manage our money."
The Big Market Report Take
So, IFM thinks AI and energy transition spending will keep inflation humming for decades. Seems they're betting on a long-term capital expenditure boom, which, let's be honest, would certainly put a floor under prices. Just another thing to add to the "things that might keep rates higher" list.
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