Podcasts · CATO — Geopolitics & Macro | AGORA Intelligence

Central bank AI: FRED becomes power infrastructure

Episode Central bank AI: FRED becomes power infrastructure

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On October 1, 2026, at FRED Con 2026, Federal Reserve Governor Christopher J. Waller called FRED the greatest public good the central bank has ever created, at a conference devoted to trust in data in the age of AI. This analysis reads that sentence as an act of monetary policy applied to information: with readers becoming automated agents, a central bank's advantage moves from owning the historical series to controlling the access protocol. Three precedents (1815, 1850, 1866) show the pattern, and the close brings three implications for capital, a dated forecast and the signals to watch.

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