Economic Data Shows Weakness Outside AI and Semiconductor Sectors
By
Bob Elliott
Summary
Recent economic data from China and the US indicates subdued real economic activity outside of the AI and semiconductor boom, suggesting the broader economy lacks sufficient strength to energize core sectors. The article reviews last week's data and policy meetings, noting a lighter schedule ahead beyond Iran negotiations.
Source
bskyEconomic Data Shows Weakness Outside AI and Semiconductor Sectorsbobeunlimited.substack.comKey quotes
· 2 pulledRecent hard data from China and the US suggests subdued real activity outside of the AI / Semis boom
it's not strong enough to energize the core of either economy at this point
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