AI investment is currently the primary driver of market dynamics. The key tension is that massive capital allocations to AI infrastructure (data centers, chips, energy) could either beinflationary (if capex drives energy/commodity demand up aggressively before productivity gains are realised) or disinflationary (if productivity gains materialize quickly, leading to lower costs and enabling growth without wage pressure).

Resolution Criteria: 
This market resolves based on the US Consumer Price Index (CPI) year-over-year reading as of June 2027 vs. the Fed target inflation rate of 2% and that AI technology is mentioned explicitly in Fed communication as a driver of the deviation from target.