00:00We have very strong investment growth, exceedingly strong investment growth, and this investment
00:04growth is in AI, and it's driven in a lot about physical construction, but also investment in
00:10software, not software so much, but AI equipment, so all the things that go through that, and that's
00:15really, you know, computers and IT equipment, and that's very strong, and I don't see any sense in
00:23which that's going to start coming down. Consumers, despite the fact that they've been dealing with
00:29high inflation, above target inflation for five years, they're just staying in the game. They're
00:34not the main driver of our growth, the investment side is, but they're not leaving either, and so
00:39that's a really good sign for our economy. We continue to have policy in a slightly restricted
00:44position, so inflation should come down, and there's all these risks. There's a scenario where we have
00:50to fight inflation that turns out to be more persistent. There's also a scenario where the
00:56growth just doesn't continue to sustain itself, because there's something that pulls out either
01:01consumers or the investment slows. On inflation, yes, we should look under every stone and
01:09take an interest in where we can get better data, more data, and analyze it better, look at history,
01:17not only at our own country, but other countries. Absolutely. And for employment, the same thing.
01:22But that doesn't mean that we move the goalposts of our mandates.
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