Higher rates seen as counter to deficit and AI sector trends, Mike Konczal notes

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24.09.2026

Higher rates seen as counter to deficit and AI sector trends, Mike Konczal notes — Higher rates versus deficit, AI trends

Mike Konczal highlights the role of higher interest rates in addressing two key economic drivers: the federal deficit and the competitive dynamics among AI hyperscalers.

He points out that both the deficit and hyperscaler strategies are price-inelastic, suggesting that rate adjustments may have limited effectiveness given their insensitivity to price changes.

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Konczal has previously argued that Consumer Price Index figures are understating the severity of U.S. inflation, as the gap with core PCE persists this month (link). In addition, he reported that job openings now outnumber the unemployed, compared to the situation in 2025 (link). These observations add further context to his recent focus on interest rate effectiveness.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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