This morning's UK GDP print tells us, once again, that AI/AI-adjacent sectors continue to prop up the economy at large, while output elsewhere remains sluggish at best
All this hullabaloo over Bessent's buyback plans, and the source of funds to enact them, is moot...all that matters is the signal...Treasury are attentive to market developments, don't like what they see, and will adopt an activist approach to engineer their preferred outcome...
Show more
