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Andrew Ross Sorkin asks if AI will just be just a commoditized feature of everything or if it will actually create new value in products.  Joe Lonsdale says it will create productivity. 

This is because global inflation will be around 3% – still too high for many central banks.  Dr. Kose also expects more countries in “frontier markets” to default on their debt, as global growth from 2020-2024 is expected to be…

So interest rate relief in 2024 will be unlikely in Australia.  The United States also has their own stimulus coming through in 2024 of which the GDP growth effects could be more than anticipated, i.e., inflationary.  Likewise, would the Fed…

BofA runs the largest consumer banking business in the country.  Between November of 2022 and November of 2023, customer spending was up about 4.5% with December projected to be about the same.  With unemployment at about 3.9%, the consumer is…

In the Midwest, rents are up about 40% just within the last few years.  The job market is strong.  Yes, stimulus money has largely been spent, but jobs are plentiful, so tenants can affordably pay the higher rent.  There aren’t…

Income will slow down and people will postpone consumption, as they expect declining prices.  For unskilled labor, it’s relatively easy to get a job.    However, higher skilled jobs are more difficult to find, as these job openings have decreased over…