Kim Kahn
speaker
3,036 appearances
92 recordings
1 series
first heard Nov 2025
last heard 5d ago
Kim Kahn’s voice in public audio — every appearance, attributed to the second.
Trend
recordings per month · last 12 monthsRecordings per month over the last 12 months — 92 in all, peaking in Aug 2026 with 23.
Appearances
Our top story so far Treasury yields are on the march higher, hitting levels not seen since the financial crisis.
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Driven by global rate increases and wholesale energy inflation, the tenure yield hit four point nine three percent, its highest level since two thousand and eight.
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The 30-year rose to 5.35%, also a new post-2007 high.
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This morning, the European Central Bank raised its key deposit rate by 25 basis points to 2.5% amid commodity pressures.
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Shortly after, the August Producer Price Index showed annual wholesale inflation rising to 5.4%, with the core PPI moving up to 4.6%.
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David Russell, head of market strategy at TradeStation, said diesel prices are the biggest concern.
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concern because it's an input cost for so many goods and services, and the rise in prices threatens to drive up non-core inflation in the coming months.
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Pantheon Macro Samuel Toom said simply there's no disinflation in this report.
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As Treasury yields climbed, so did expectations for a Federal Reserve rate hike next week.
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Odds of a quarter point hike rose to seventy percent, the highest level in more than a month.
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Diane Swank, chief economist at KPMG, says regardless of what the CPI shows Friday,
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The components that feed into services inflation and the PCE measure of inflation were hot and persistent.
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That is yet another reason that the Fed will need to raise rates, she said.
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The bond market is already in disarray and would be much harder on the economy if the Fed fails to act.
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Also on the economic front, Anthropic's economics team has released an interactive model estimating how artificial intelligence could reshape the US economy by twenty thirty.
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In the modest case, AI's economic footprint resembles that of the internet.
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GDP ends up just one point six percent above a no AI baseline, and unemployment stays within normal historical ranges.
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The substantial scenario assumes AI autonomously handles about half of all knowledge work by twenty thirty, pushing GDP eight point three percent above the baseline to thirty six trillion versus roughly thirty one trillion today, while total unemployment settles around four point six percent.
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The extreme scenario is that AI becomes more productive than humans across nearly all knowledge work tasks, and recursive self-improvement drives rapid adoption.
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Annual GDP growth could hit fifteen percent, doubling the economy roughly every four and a half years and lifting GDP thirty-two percent above baseline to forty four point four trillion dollars.
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Showing 41–60 of 3,036 · page 3 of 152
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