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22nd Feb 2024 19:45US, Weekly Monitor

  • The AI boom is visible everywhere except in the GDP numbers, but that is about to change.
  • AI spending is more likely to displace spending on opex—people—than other capex.
  • New home sales likely were little changed in January, but a weather hit can’t be ruled out.

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Keywords for: 26 February 2024 US Monitor

Pantheon Macro, Pantheon Macroeconomics, independent macro research, independent research, ian shepherdson, economic intelligence