Episode
The AI Boom Meets Inflation Angst
- Podcast
- Macro Pulse
- Published
- May 28, 2026
- Duration seconds
- 637
- Processing state
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Summary
Markets have remained relatively resilient as oil prices soften on renewed hopes surrounding the US-Iran negotiations. But beneath the surface, the macro backdrop remains fragile. In our charts this week: • Europe remains vulnerable to higher energy prices• US consumer confidence continues to weaken• Not yet close to the pandemic-era liquidity shock• Broad money growth remains subdued• AI infrastructure investment continues to surge• Semiconductor demand still powering ahead The global economy remains caught between two powerful and competing forces: renewed geopolitical and energy-related inflation risks on one side and a historic AI-driven investment and infrastructure boom on the other.