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Goolsbee Turns AI Data Centers Into a Fed Reaction-Function Test
Chicago Fed President Austan Goolsbee said on September 21, 2026 that policymakers should watch whether AI data-center construction is spilling beyond its sector and pushing aggregate output above capacity. The significance is not that the Fed is targeting AI, but that AI capex is now being discussed as a possible demand shock with implications for inflation and interest-rate policy.
Published Sep 21, 2026
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The Household Maintenance Recession: America Is Falling Apart Quietly
Q3 GDP says the economy is strong. The data says households stopped fixing cars, homes, and appliances to survive. This is the household maintenance recession — and it’s invisible in GDP.
Published Dec 23, 2025