San Francisco Federal Reserve President and CEO Mary Daly joins ‘Mornings with Maria’ to discuss sentiment over interest rates, new Chairman Kevin Warsh, her insights on the U.S. economy and the transformative impact of AI investments.
00:00 Introduction and Interest Rate Sentiment
00:40 “No Urgency” for Policy Adjustments
01:52 Expectations for Fed Chair Kevin Warsh
02:56 Assessing the Macro Story and Labor Market
03:45 The $750 Billion AI Build-Out: Bubble or Revolution?
05:54 Key Data Points for Future Policy Changes
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