Conor Sen says US growth and inflation have broadened since Q1, raising the odds lagging FOMC members soon acknowledge a hotter backdrop. He cites AI-driven cap

BWB News TV • 2026-08-04 12:56 UTC • By Billy Odell Tucker-Robinson

Conor Sen says US growth and inflation have broadened since Q1, raising the odds lagging FOMC members soon acknowledge a hotter backdrop. He cites AI-driven capex and imports, while productivity gains remain limited.

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