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[BUSINESS] · Japan, United States, Thailand · 19 sources

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Part of situation: Central bank responses to AI and inflation (2 clusters)

Central banks weigh inflation risks and AI's economic impact

monetary policy interest rates artificial intelligence inflation central banks

Central bank leaders at the IMF and World Bank annual meetings in Bangkok are navigating a complex economic landscape shaped by inflation risks and the rapid expansion of artificial intelligence.

Bank of Japan Governor Kazuo Ueda emphasized the need to maintain core inflation near the 2% target, signaling that the bank will continue raising interest rates to prevent prices from exceeding this goal. This follows a recent hike to a 31-year high.

Federal Reserve Chair Kevin Warsh described the AI boom as the most consequential economic shift of his lifetime. He noted that while AI is expected to drive significant productivity and supply-side benefits in the medium term, the current surge in AI-related investment is creating a demand shock that exerts upward pressure on inflation.

Global central banks have engaged in synchronous monetary policy tightening to combat inflation. However, officials warned that the massive capital requirements for AI infrastructure—such as data centers and semiconductors—could complicate monetary policy by driving up demand for capital and energy before productivity gains are realized. The IMF also cautioned that if AI investments fail to meet investor expectations, it could trigger market corrections and financial stability risks.

Entities

Bank of Japan · Federal Reserve · International Monetary Fund · Kazuo Ueda · Kevin Warsh · Kristalina Georgieva

Claims

What the coverage asserts, and how many sources carry each claim.

Sources

BoJ nhấn mạnh trọng tâm kiểm soát lạm phát, kỳ vọng tăng lãi suất dồn vào tháng 12 [thoibaonganhang.vn]
Warsh optimistic about US resilience [www.europesays.com]
Presidente do Banco do Japão promete continuar aumentando juros | CNN Brasil [www.cnnbrasil.com.br]
Fundo Monetário Internacional alerta que bolha da IA pode estourar e ameaçar a economia global [www.hardware.com.br]
BOJ Not to Tolerate Further Inflation Rise above 2 Pct: Ueda [www.adnkronos.com]
Warsh says rise of AI will prove ‘very bumpy,’ trigger demand shock [www.cfodive.com]
La expansión de la IA reabre el debate sobre tasas de interés más altas [criptotendencia.com]
Fed Chair Warsh Says AI Could Boost US Economic Productivity [econotimes.com]
Warsh, de la Fed, cree que la IA impulsa la productividad pero no aclara la próxima subida de tipos [es.euronews.com]
Warsh della Fed: l'AI aumenta la produttività, nessun indizio sul prossimo rialzo dei tassi [it.euronews.com]
Warsh alerta sobre la estabilidad financiera en pleno auge inversor mientras los chips asiáticos se hunden [www.merca2.es]
IA impulsiona demanda antes de elevar produtividade e oferta, mas traz complicações, diz Warsh [www.moneytimes.com.br]
A Anthropic é avaliada em dois biliões. Quanto está disponível para investir na inovação da sua empresa? [observador.pt]
EUA: Warsh da Fed vê IA a impulsionar produtividade mas não indica próxima subida de juros [pt.euronews.com]
IA impulsiona demanda antes de elevar produtividade e oferta, mas traz complicações, diz Warsh [tnonline.uol.com.br]
Leaders weigh 'huge benefit', risks of AI for global economy [www.digitaljournal.com]
Las preocupaciones sobre la IA llevan a los inversores a protegerse con la renta fija [www.expansion.com]
Recruiter shares tips as AI starts to impact the workforce and job search [kstp.com]
AI Bubble Just Became The Fed’s Inflation Problem (SPX) [seekingalpha.com]