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Fed's Kashkari (2026 Voter) says Fed is close on both mandates and rates are pretty close to neutral; labour market has remained pretty resilient, it is softer, but still "decent to pretty good"

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  • Crypto is utterly useless.
  • Optimistic about AI, with almost all businesses finding benefits from using it.
  • US structurally short housing may be due to interest rates but adds that zoning, material and labour costs are also factors.
  • Says Warsh is qualified to be Fed Chair.
  • Not sure if the Fed shrink the balance sheet without big changes. 
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