NYTimes writes the Data Centre, electricity inflation story:

[applegrove]

Last edited Thu Aug 14, 2025, 07:08 PM - Edit history (2)

Someone finally wrote the data-center/electricity inflation story.

@nytimes.com #CPI
www.nytimes.com/2025/08/14/b...

— Carl Quintanilla (@carlquintanilla.bsky.social) 2025-08-14T20:47:20.150Z

An different take from Steve Goldenstein:

https://www.marketwatch.com/story/a-deflationary-shock-is-coming-as-america-ages-veteran-strategist-warns-56c1b435

[bucolic_frolic]

1. I got a promo this morning from economist David Rosenberg

who has a different perspective, not on electricity.

"America’s Deflationary Future:
The Consequences of Immigration Restrictions and an Aging Population

This report reveals:

Why reduced immigration crushes demand faster than it constrains supply
The Japan-style economic trap America is drifting toward
The investment winners, and the sectors facing structural headwinds

If you think the old inflation playbook still works, you may be investing on borrowed time. "

Don't know, just throwing it out there, I don't subscribe but it's an interesting take.

[applegrove]

2. Interesting.

[bucolic_frolic]

3. They are certainly 2 divergent perspectives on inflation

The consumer doesn't know what to believe. A no-growth economy with high utility rates? No innovation because all our research and scientists were terminated? Our society is being neutered.

David Rosenberg is an economist from Toronto. Formerly worked at Goldman I think.

Carl Quintanilla certainly carries his weight.

[erronis]

5. Think this is the article published on MarketWatch. Worth a read.

https://www.marketwatch.com/story/a-deflationary-shock-is-coming-as-america-ages-veteran-strategist-warns-56c1b435

I could access it without paywall. I hope others can also.

[applegrove]

6. Thanks. I will put it in the OP.

[mwmisses4289]

4. As usual, the birdcage paper is about six months behind on this

Started hearing about this at least six months ago, maybe longer.