Warsh floats AI-driven productivity as case for Fed easing

Fed Governor Kevin Warsh suggests AI-driven productivity gains could act as a positive supply shock, containing inflation and allowing for more accommodative monetary policy. This is a notable dovish signal from a typically hawkish official, though it remains a rhetorical stance rather than a policy commitment. The market implication is that rate cuts may be justified by supply-side improvements, but the timing and credibility of such claims are uncertain.