Report
AI is everywhere, except in economic statistics!
The US economy paints a multi-faceted picture. The stockmarket is ecstatic, statisticians are recording GDP growth only slightly above potential and surveys describe a cautious business climate. This is not the first time we have seen such a disconnect between the stockmarket and the real economy. The explanation on this occasion may stem from an AI effect. AI is raising hopes of stronger productivity gains and sustainable growth. The markets, as is their function, are focusing o...
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Oddo BHF
Oddo Securities provides securities brokerage and research services. The company offers equity, economic, and derivatives research and credit analysis services. It focuses on insurance, automotive, building materials, pharmaceuticals, telecommunications, information technology, and agri-food industries.
Bruno Cavalier
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