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Minneapolis Fed's Kashkari Projects One Rate Hike This Year on Iran Deal Doubts, AI Buildup

6/27/2026

Minneapolis Federal Reserve President Neel Kashkari now projects one interest-rate hike this year, pointing to doubts about the U.S.-Iran peace deal and the artificial intelligence buildup as the two factors that revised his view.

Kashkari characterized a rate hike as possible. Two Pressures Behind a Changed Call Kashkari named two distinct developments, not a single variable.

The first is the U.S.-Iran peace deal: Kashkari said doubts about that agreement factor into his revised rate outlook.

The second is the AI buildup, which Kashkari identified as a demand and infrastructure force relevant to where rates should go.

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