Supply Shocks and AI-Related Demand Blur Inflation Signals for the Fed

Published on June 1, 2026

Recent Federal Reserve communications have turned more hawkish, reflecting concern that persistent supply-driven price pressures could begin to feed into inflation expectations. But unlike in prior cycles, today’s environment is not defined by supply shocks alone.

Continue reading on website
Other news

Where Did all the Teen Summer Jobs Go?

June 1, 2026
Ahead of next week’s May employment report, the summer jobs market is coming into focus as teenagers and students finish the school year. According to Challenger, Gray & Christmas, teen hiring from May through July is expected to total just 790,000 jobs this summer, down slightly from 801,000 last summer.

Earnings and Semiconductors Power Markets

June 1, 2026
Equities extend gains as earnings and semiconductors lead markets higher. Consumer confidence remains subdued despite economic resilience. Inflation is easing gradually but remains above the Fed’s targey.