Surveillance: Forget About Fed Cut, says Sahm
Bloomberg Surveillance
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The Decline of AI in the Q2 Report Period
We went into this year with probably a little bit more concerned positioning related to this mega-coachiness. Big tech earnings reports at this point, I think we're going to find a cross-the-board. The issue is going to be to what degree does that show up in fundamentals? And it wasn't that long ago that we were thinking AI was sort of a 25- event. It's been pulled forward.
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