"Maybe there is a J‑curve effect for AI, where it takes time for AI to show up in the macro data. Maybe not." ...
The latest macro data is sending mixed signals, reflecting both a "no landing" and a "soft landing," Morgan Stanley said. The bank recommends defensive sectors, including consumer staples, to navigate ...
Forbes contributors publish independent expert analyses and insights. I write about financial market trends and recession risk indicators. Perspective matters in all facets of daily life, and events ...