Perpetual warns Fed, RBA underprice near-term inflation risk from AI investment boom
Bitget2026/10/12 00:35- Perpetual flagged upside risks to inflation and interest rates from higher oil prices, citing short-term inflationary impacts from an AI investment boom.
- Bond yields edged lower as Fed officials pushed back against expectations of consecutive rate hikes, though further tightening remained likely.
- Analysis argued the Fed and RBA have been slow to price AI-driven cost pressures, leaving rate expectations vulnerable to further repricing.
- Australian rate pricing looked “late and light,” with markets not fully pricing a final hike until May, despite risks core inflation rises.
- Key near-term catalysts cited included RBA minutes, Australia labor data, US CPI, US retail sales, and a Fed Chair Warsh appearance.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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