Austan Goolsbee Is Worried the Economy Is Overheating
THE SO WHAT
Goolsbee pointing to high inflation, a weirdly tight labor market, and AI/data center buildout as GDP drivers suggests macro policy may start leaning against the very capex wave tech is riding. If you’re planning large AI or infra spend, model scenarios where rates stay higher for longer and financing tightens just as your projects scale.
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