Name: Potential Slowdown in the A.I. Trade?
Uploaded: 2024-06-28T21:29:37.039
Duration: 6 min 56 s
Description: 2H market risks include two-tailed risks to the growth outlook and A.I. tailwind disappointing in the near-term, notes Peter Repetto. He discusses how the U.S. elections will impact the markets, as well as possible market catalysts for the second half. He also looks at the potential slowdown the A.I. trade.

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2H market risks include two-tailed risks to the growth outlook and A.I. tailwind disappointing in the near-term, notes Peter Repetto. He discusses how the U.S. elections will impact the markets, as well as possible market catalysts for the second half. He also looks at the potential slowdown the A.I. trade.

Potential Slowdown in the A.I. Trade?

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