Copper demand set to surge 24% by 2035 as four key disruptors reshape global markets

FED'S MIRAN SAYS EXPECT TO GET TO 2% INFLATION ON HEADLINE PCE IN ABOUT A YEAR AND A HALF FED'S MIRAN SAYS HOPEFUL TO HAVE THE NEEDED DATA IN HAND FOR THE OCTOBER MEETING, IF NOT WILL RELY ON OUTLOOK MIRAN: HAVE NOT HAD CONVERSATIONS ABOUT STAYING AT THE FED PAST JAN. 31 LISA COOK'S FIRING IS A QUESTION FOR LAWYERS MIRAN: DO NOT CARE THAT GOLD IS AT A RECORD Fed's Miran: I might argue that there is a geopolitical risk premium in the price of gold, but I don't see economic consequences to that.

Fed's Miran: AI Investment Could Lead To Higher Neutral Interest Rate FED'S MIRAN SAYS RECENT POLICY CHANGES, INCLUDING IMMIGRATION, HAVE PRODUCED FAST CHANGES IN THE NEUTRAL RATE || SAYS CURRENT FED POLICY IS MORE RESTRICTIVE THAN PEOPLE THINK BECAUSE THE NEUTRAL RATE HAS FALLEN FED'S MIRAN SAYS DON'T THINK MOVING BY MORE THAN 50 BPS CUTS IS NECESSARY MIRAN: NO EVIDENCE IN THE DATA THAT TARIFFS ARE RAISING INFLATION; ARGUMENTS OTHERWISE ARE BASED ON PRIOR TRENDS KEY CATEGORIES OF IMPORTED GOODS ARE NOT SEEING PRICE INCREASES THAT DIFFERENT FROM OTHER GOODS