Robert Kaplan, Goldman Sachs vice chair and former Federal Reserve Bank of Dallas president, says the US is in the midst of an "historic" capital spending boom driven by infrastructure for AI and computing power https://t.co/zXW3vANgBW
If uncertainty persists, "there won't be any cuts in 2026," Goldman Sachs vice chairman @RobSKaplan says on the Federal Reserve. "There may not be any action at all."
"Kevin Warsh is going to argue that AI and other productivity improvements are going to be disinflationary," says Fmr. Dallas Fed President Robert Kaplan. "However, it may not be until late 2026 or sometime in 2027."
https://t.co/cZvG5Fkd7c
Are markets overestimating the number of US Federal Reserve rate cuts in 2026? Goldman Sachs Vice Chairman Rob Kaplan explains the factors that could affect the Fed’s next move.
Listen to the full episode of Exchanges: https://t.co/pIY3PnQq53
Powell says the Fed is in a "meeting by meeting" situation, which is very much in line with what Rob Kaplan said on Odd Lots in our recent chat with him at Future Proof.
@tracyalloway wrote about it here: https://t.co/egTrFPQQy1
Our live Odd Lots from the @FutureProof_HQ@tracyalloway and I talked to Goldman Vice Chairman Rob Kaplan (former Dallas Fed President) about the Fed's next move and his view that globalization is booming, it's just that it's happening without the US.
https://t.co/OeqbciEP6S
Robert Kaplan, Goldman Sachs vice chair and former Federal Reserve Bank of Dallas president, says if he were back at the Fed he would consider a rate cut in September but would caution that it doesn't mean the start of a rate-cutting cycle https://t.co/sv4BLgmGDO
“The fact of the matter is, there are a number of disinflationary forces that are going on here,” says Fmr. Dallas Fed Pres. Robert Kaplan ahead of the central bank’s rate decision. “I think they’re going to direct attention and you’re going to see them try to be balanced.”
https://t.co/4mveanO9yW
Goldman Sachs Vice Chair Robert Kaplan says the US economy is solid but growth is sluggish during an interview on Bloomberg Television https://t.co/LSjdDHsbMi
“We’re clearly slowing, and if we don’t resolve some of these tariff issues we’re going to slow more,” says Fmr. Dallas Fed President Robert Kaplan.
https://t.co/zmc8osZY68
NEW ODD LOTS:
@tracyalloway and I talked to Rob Kaplan, former President of the Dallas Fed, and now Vice Chairman of Goldman Sachs about how the Fed will think about tariffs, and also what's happening right now in the US economy https://t.co/XWkIhot4Gf
"The Fed's cut 100 basis points," Goldman Sachs vice chairman @RobSKaplan says, adding: "I think it's appropriate to pause, and that's what they'll do in the next January meeting."
“It’s the right call to stay steady,” says Former Dallas Fed President @RobSKaplan. “Inflation progress is maybe not stalled, but it’s going sideways.” https://t.co/N5Ue3lARdl
Robert Kaplan, Goldman Sachs vice chair and a former president of the Federal Reserve Bank of Dallas, says he doesn't think the Fed can go lower on rates until they see a more "demonstrable improvement in inflation." He speaks with @JulieFineTX https://t.co/UsxAAkHeNN
“Inflation I think looks a little stuck here,” says Former Dallas Fed President Robert Kaplan. “So I don’t think this is a no-brainer at all,” he says, “I’d be going into this meeting open-minded and looking to have a debate.”
https://t.co/Svy4anAMEP