Kallum Pickering of Peel Hunt warns that high interest rates and heavy AI investment are concentrating capital and increasing boom bust risks. He discusses Fed policy, US debt, the AI race with China and why he expects inflation to move decisively lower next year. Pickering spoke on Bloomberg Brief. (Source: Bloomberg)
Kallum Pickering of Peel Hunt warns that high interest rates and heavy AI investment are concentrating capital and increasing boom bust risks. He discusses Fed policy, US debt, the AI race with China and why he expects inflation to move decisively lower next year. Pickering spoke on Bloomberg Brief. (Source: Bloomberg)
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