Group 1 - The core viewpoint is that AI technology has the potential to boost the economy without increasing inflation, but its full impact on the economy is yet to be observed [1][2] - San Francisco Fed President Daly emphasizes the need for policymakers to remain open to the potential impacts of AI and to capture relevant signals early [1] - Daly recalls former Fed Chairman Greenspan's foresight regarding technology's transformative effects on the economy, suggesting AI may follow a similar path [1] Group 2 - Current discussions among Fed officials focus on assessing the potential impact of AI on economic growth and productivity, which is seen as crucial for economic expansion without triggering higher inflation [2] - There is a divergence of opinions, with some, including potential future Fed Chair Walsh, arguing that AI is reshaping the economic structure and that the Fed should lower interest rates if AI leads to productivity gains [2] - Recent data indicates a rebound in the labor market, with significant job growth reported in January, providing context for ongoing policy discussions [2]
旧金山联储主席戴利：AI技术变革或在不推高通胀下提振经济 美联储需提前捕捉信号
Zhi Tong Cai Jing·2026-02-17 23:29