Greetings,
The United States: Goldman’s US Current Activity Index (CAI) was subdued in January and February, indicating slower US growth this quarter.
Europe: Below are Deutsche Bank’s estimates of potential GDP loss in different tariff scenarios.
China: Holdings of CNY reserves have declined in recent years.
Commodities: Lumber futures continue to climb.
Equities: Retail investors are showing signs of capitulation, which could be a bullish signal.
Food for Thought: Key barriers to AI adoption in US businesses:
Edited by Josh Oldmixon
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