The $1 Million Question for 2024

When real wages start pushing above 2%, don't you expect a second wave of inflation and the Fed to have to trigger a hard landing this time? That's obviously the $1 million question for 2024, and one that actually has to consider the AI era as a macro game changer. You see, I've written a full report on the not on AI itself, but on the macro ramifications of cognitive intelligence supply, exploding with the AI revolution. And I reached very different conclusions than consensus. My view is that while this revolution will see a productivity explosion, firstly, it's likely to be just a one off, but more worryingly, it is likely to cut short the budding rate