Fed Leadership Shake-Up, Sticky Inflation, and AI Investment Trends

This week on Fed Watch, ITR Economist and Speaker Lauren Saidel-Baker breaks down a major leadership transition at the Federal Reserve and what it could mean for policy direction in the months ahead. With Jerome Powell stepping down as Chair but remaining on the Board, questions around influence and continuity are front and center. She also examines the latest GDP data, highlighting the growing role of AI-driven business investment, and explains why inflation remains more persistent than many expected. If you are trying to understand where the economy is headed and what risks could impact your planning, this episode offers key insights without the noise. Could a leadership shift at the Fed quietly reshape monetary policy? And what does stubborn inflation mean for your business strategy?