Money Disrupted – Will Warsh quell inflation and can the AI boom last?

Money Disrupted is a monthly roundtable series examining how economic fragmentation, geopolitics and technological change are reshaping the global monetary order. With increased questioning of long-standing assumptions on reserve currencies, central bank independence, capital flows, sovereign debt, inflation control and cross-border liquidity, this series provides a timely forum for discussing the future of money and markets.

Each meeting convenes senior representatives from public financial institutions, commercial banks, asset managers and academia across OMFIF’s global network. Themes include the future of the dollar system and reserve diversification, central bank credibility, the effectiveness of monetary policy tools, reserve management in a fragmented world, sovereign debt dynamics, the evolving digital economy and financial stability amid a shifting risk landscape.

Drawing on lessons from economic history, this meeting examines two defining questions for the US and global outlook. First, can the new Fed Chair Kevin Warsh bring inflation sustainably under control at the 2% target level? Second, will the artificial intelligence boom continue with positive effects for the US and world economy without a destabilising correction? The discussion explores what previous inflationary episodes and technology-driven investment booms can tell us about today’s monetary policy challenges, market valuations and the prospects for AI to deliver lasting gains in productivity and economic growth.

Convened under OMFIF’s independent and neutral platform, Money Disrupted offers participants strategic insight, cross-sector perspectives and direct engagement with policy-makers navigating a rapidly changing monetary environment.