The article argues global growth has stayed resilient through geopolitical shocks, attributing the support primarily to the transition of an AI capex cycle into the dominant growth driver. It notes benefits are unevenly distributed across countries/regions, implying pockets of relative weakness despite the aggregate resilience.
The article argues global growth has stayed resilient through geopolitical shocks, attributing the support primarily to the transition of an AI capex cycle into the dominant growth driver. It notes benefits are unevenly distributed across countries/regions, implying pockets of relative weakness despite the aggregate resilience.
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