Musical Chairs AI Edition – Listen Carefully!
The AI boom has created a circular economy that’s starting to leave investors and the US economy vulnerable.
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The AI boom has created a circular economy that’s starting to leave investors and the US economy vulnerable.
Markets are currently acting like it’s the dawn of COVID when everything still seemed manageable. Also, inflation may temper Takaichi’s political ambitions for Japan.
Blank sheet: what can we say about inflation, valuations and sentiment?
While global credit remains broadly expensive, European and emerging market debt present compelling opportunities as dispersion continues.
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