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Market Impact: 0.25
Reasons To Pull In Your Horns
Source: seekingalpha.com
Artificial IntelligenceMonetary PolicyInterest Rates & YieldsCredit & Bond MarketsEconomic DataCorporate EarningsInvestor Sentiment & Positioning
The article argues that the AI credit boom accounts for 50% of GDP growth and 80% of EPS growth, and would take a long, acute rate-hiking campaign to shut off. It warns that further Fed tightening could tip the economy and markets into a downturn.
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mildly negative
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