Fed's Miran: AI Investment Could Lead To Higher Neutral Interest Rate

FED'S MIRAN: THERE IS NOW MORE DOWNSIDE RISK THAN A WEEK AGO FED GOV MIRAN Q&A/CNBC: 'MORE IMPORTANT NOW THAN A WEEK AGO 'THAT WE MOVE (MONPOL) TO A MORE NEUTRAL STANCE' #Miran #FederalReserve #economy Fed's Miran: The Fed has to think about the introduction of a new tail risk. MIRAN SAYS THE DIFFERENCE IN MY VIEW AND THE REST OF THE FOMC IS ON THE SPEED OF THE TRIP TO NEUTRAL MIRAN: TWO MORE CUTS THIS YEAR SOUNDS REALISTIC

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.

BANK OF JAPAN BOARD MEMBER TAMURA: BOJ SHOULD PUSH RATES CLOSER TOWARD LEVELS DEEMED NEUTRAL BOJ'S TAMURA: JAPAN'S REAL INTEREST RATE REMAINS IN NEGATIVE TERRITORY THERE IS A SIGNIFICANT RISK THAT DOMESTIC PRICE DEVELOPMENTS WILL DEVIATE UPWARD FROM THE OUTLOOK PRESENTED IN THE JULY 2025 OUTLOOK BELIEVE JAPAN'S NEUTRAL RATE IS AT LEAST 1% BOJ Tamura: More chances price stability target will be achieved earlier than expected