The Week Ahead - The Fed Decision and President Trump's Trip to London
Bloomberg Surveillance
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Navigating Economic Dynamics Post-August
This chapter analyzes the return to economic fundamentals following the August break, emphasizing a surprisingly strong earnings season and shifting Fed expectations. It explores the interplay between productivity, AI advancements, and the labor market amid rising inflation, while also discussing the investment potential of small-cap stocks. The conversation underscores cautious optimism around employment growth and how companies are leveraging new technologies to enhance productivity.
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