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Given the events in the Middle East in recent days, the trajectory of interest rates becomes more uncertain. It could result in fewer interest rate cuts than previously expected, or even rate rises.
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Listen to the optimists, and the AI-driven economic boom is at the doorstep. The Penn Wharton Budget Model projects AI will add 1.5% to GDP and productivity over the next decade. Goldman Sachs says it could add up to three percentage points to productivity every year. By the mid-2030s, AI might increase work output by 20%, according to Vanguard.
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