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Goldman Sachs: AI buildout to add up to 50bp to US core PCE, but the boost is temporary

Reported · Written up by our desk · Major Pairs

The analysis adds a structural layer to an inflation backdrop already strained by energy, which argues against easing and supports the case for central banks on tightening paths, including the Fed and the Bank of Japan, to keep a hawkish bias into 2027. Japan’s projected 0.3 point boost is notable ahead of this week’s BoJ meeting, where the key question is whether underlying inflation has reached 2%. For bonds, a temporary but well-timed price shock could keep front-end yields supported. For equities, the finding that AI lifts prices more than growth outside Asian supply hubs feed

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