# The AI Boom Meets Inflation Angst

Page: https://stenobird.com/podcast/macro-pulse-6609925/the-ai-boom-meets-inflation-angst
Text version: https://stenobird.com/podcast/macro-pulse-6609925/the-ai-boom-meets-inflation-angst.md
Podcast: [Macro Pulse](https://stenobird.com/podcast/macro-pulse-6609925)
Published: 2026-05-28T12:42:44+00:00
Episode link: https://haveranalytics.podbean.com/e/the-ai-boom-meets-inflation-angst/
Audio file: https://mcdn.podbean.com/mf/web/qf43sm8xxa4k4wby/COTW_May_28-esv2-71p-bg-30p-music-50pbnk1n.mp3
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JSON: https://stenobird.com/v1/public/podcasts/macro-pulse-6609925/episodes/the-ai-boom-meets-inflation-angst
Duration seconds: 637

## Resource

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.

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## Transcript

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