
Surveillance: Labor Market Sends Mixed Signals
Bloomberg Surveillance
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IBM Consulting and a Global Beer Company Create an Automation Solution to Automate Your Supply Chain
Nadia Love: Are we modeling in disinflation, which is boosting the PEM ratios or the presumed ratio of the market, and particularly the profit-making technology companies? Is this just the stock market getting out six months or dare I say out a year and expecting a disinflation? Well I think when you say about tech, I think people are looking two or three years out for AI revenues that might not materialize for everyone. Yes, we do favor the AI big data as well as cybersecurity. This is part of our ABC of tech framework. We've been using them for the last two years but we do think that you have to become increasingly selective because there's a
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