Conor Sen says today’s U.S. macro backdrop has few clear precedents: low unemployment and a firm labor market are colliding with elevated, rising rates and higher energy prices. He also notes AI-led investment has yet to meaningfully lift productivity or employment.
published
Conor Sen says today’s U.S. macro backdrop has few clear precedents: low unemployment and a firm labor market are colliding with elevated, rising rates and higher energy prices. He also notes AI-led investment has yet to meaningfully lift productivity or emplo
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