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AI's effect on inflation is disinflationary over five to ten years but inflationary over the coming year because of chip shortages.
Drawn from what Claudia Sahm said
Subjectinflation
Our readingWhat is a korrent?
Drawn from what Claudia Sahm said
AI may be disinflationary over five or ten years, but over the year ahead- the horizon that matters most for monetary policy-the effects are likely inflationary.
Where this was said
↗Something is shifting in the inflation picturestayathomemacro.substack.com
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Added to korrents 24 Oct 2026 · How quotes work · Something wrong? Tell us
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