Analyst Colby Smith expects US October inf to show easing. He says Fed economists and policymakers will be watching whether the improvement is sustained or transitory, with the outlook hinging on developments in the Iran conflict and the durability of the AI investment boom.

2026-11-10

Analyst Colby Smith expects US October inf to show easing. He says Fed economists and policymakers will be watching whether the improvement is sustained or transitory, with the outlook hinging on developments in the Iran conflict and the durability of the AI investment boom.