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Inflationary Environment Suggests Higher Rates, Seema Shah Says

Bloomberg Markets · Jun 22, 2026, 1:40 PM · Also reported by 2 other sources

Seema Shah, Principal Asset Management chief global strategist, discusses the near-term inflationary impact of the AI capital expenditure cycle, emphasizing that its implications remain underappreciated by investors. She speaks on "Bloomberg Surveillance." (Source: Bloomberg)

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Inflationary Environment Suggests Higher Rates, Seema Shah Says

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