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US growth and dollar seen exposed to an AI pullback

Bloomberg ·
US growth and dollar seen exposed to an AI pullback
  • MUFG global markets research head Derek Halpenny says artificial intelligence is "everywhere" in US GDP data.
  • Halpenny says the US is highly dependent on continued AI strength and that the dollar is also vulnerable.

Quotes

“The US is very exposed, very dependent to a continuation of the very positive story that we have on AI”— Derek Halpenny

Sources