bofa global research

Global Research and Market Insights

Candace Browning
Head of BofA Global Research

July 21, 2024

Must Read Research: “Soft landing” is the base case

“Soft landing” is the base case, but deploying capital is still hard. This week we highlight signs of fragility in the AI theme, the potential for an extended rally in U.S. small caps and the top semiconductor stocks to own in a pullback. We also discuss how an AI-driven productivity boom in Korea could offset the drag from aging demographics.

 

Also featuring commentary from Global Economic Weekly

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About Global Research

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