WALLER said he expects headline inflation to start slowing with this week's data, but attention will remain on core inflation.

The Bank of Korea said in a report released Monday that the global semiconductor market remains undersupplied and it expects the AI-driven current "supercycle" to continue for some time, rejecting investor concerns that the chip cycle has peaked. The report noted: "Despite a sharp surge in demand driven by AI infrastructure investment, the pace of supply expansion has been relatively slow." It added there are no signs the semiconductor cycle is slowing.

美联储理事沃勒：关税、能源价格、人工智能建设需求是推动通胀上升的因素。