Global Research and Market Insights
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
Global trends need global vision
Each week, our analysts discuss what’s emerging in global markets on the Global Research Unlocked™ podcast.
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