Economist Jim Paulsen: Tech Sector Stands Out as Most of US Economy Faces Recession
Wall Street veteran Jim Paulsen said tech is the only bright spot in the economy, comparing the bifurcation to the Mag 7 vs. the rest of the S&P 500.
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Economic Data Shows Weakness Outside AI and Semiconductor Sectors
Recent hard data from China and the US suggests subdued real activity outside of the AI / Semis boom, which suggests it’s not strong enough
Economic cycles compared: Tech remains the winner while other sectors invert between post-GFC and post-pandemic eras
AI enabled or AI “enabled”?; AI startups running lean; Tech makes grocery more productive, but also less “productive,” at the same time
Economic cycles compared: Tech remains the winner while other sectors invert between post-GFC and post-pandemic eras
AI enabled or AI “enabled”?; AI startups running lean; Tech makes grocery more productive, but also less “productive,” at the same time
Economic cycles compared: Tech remains the winner while other sectors invert between post-GFC and post-pandemic eras
AI enabled or AI “enabled”?; AI startups running lean; Tech makes grocery more productive, but also less “productive,” at the same time
Economic cycles compared: Tech remains the winner while other sectors invert between post-GFC and post-pandemic eras
AI enabled or AI “enabled”?; AI startups running lean; Tech makes grocery more productive, but also less “productive,” at the same time
Economic cycles compared: Tech remains the winner while other sectors invert between post-GFC and post-pandemic eras
AI enabled or AI “enabled”?; AI startups running lean; Tech makes grocery more productive, but also less “productive,” at the same time

Examining Whether AI Investment Hype Signals an Economic Bubble
Is there an AI bubble? Some indicators point to one — and when bubbles burst, there can be massive shocks in housing and job markets that la

Examining Whether AI Investment Hype Signals an Economic Bubble
Is there an AI bubble? Some indicators point to one — and when bubbles burst, there can be massive shocks in housing and job markets that la
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Fears of an interest rate increase has unsettled investors
Big banks and Big Tech are surfing the same wave
Wall Street is no longer the only industry reaching into every corner of the economy

WSJ survey shows lower recession risks, higher inflation expectations for US economy
The US economy's resilience reduces recession fears but persistent inflation complicates monetary policy, impacting crypto and investment st

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