Stephanie Aliaga, Global Market Strategist at JPM Asset Management, reacts to Fed Chair Warsh's remarks after raising interest rates. She argues that while oil prices are a long-term driver of inflation, the AI buildout is also having a significant impact. She argues slowing the AI frontier wil...
Source: [Bloomberg Markets](https://www.bloomberg.com/news/videos/2026-09-16/ai-buildout-hits-inflation-as-fed-hikes-rates-video)