• Questions the optimistic GDP growth outlook for next year, asking if it's driven by an early bet on AI or improved productivity.
    Speaker1
  • Jerome Powell
    Attributes the growth forecast to resilient consumer spending and AI spending on data centers holding up business investment.
  • Jerome Powell
    Confirms baseline expectation for next year is a pickup in growth from 1.7% to 2.3% (adjusted to 1.9% and 2.1% accounting for shutdown effects).
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