Luke Gromen says the AI productivity boost priced into parts of the U.S. macro outlook is not materializing, undermining hopes it can ease bond-market pressure without renewed QE. He ties the risk to high real rates, above-target inflation and Treasury market strains.
published
Luke Gromen says the AI productivity boost priced into parts of the U.S. macro outlook is not materializing, undermining hopes it can ease bond-market pressure without renewed QE. He ties the risk to high real rates, above-target inflation and Treasury market
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