Country Focus
Can Higher Productivity Prolong The Expansion?
We have previously highlighted that an upside surprise in China’s fiscal stimulus as well as an AI-triggered jump in US productivity could potentially prolong the expansion, and constitute two key risks to our recession view. Recently announced…
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Concise macro insight that cuts through daily noise, helping clients stay informed on what matters in markets, why it matters, and how to talk about it, without spending hours reading research.
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