Federal Reserve Policy and Monetary Outlook

Covers Federal Reserve interest rate decisions, policy communications, leadership transitions, balance sheet operations, and their implications for financial markets, inflation, and economic conditions.

When the Fed Declares War on AI Spending

Inside the central bank's unprecedented move to label artificial intelligence infrastructure as an inflation threat.

By KAPUALabs

/ 15 Jul 2026

When the Fed Declares War on AI Spending

The Self-Reinforcing Loop: Why AI Infrastructure Is Keeping Rates Higher for Longer

Massive data center investments fuel inflation, preventing central banks from easing financial conditions for the tech sector.

By KAPUALabs

/ 13 Jul 2026