RenMac Off-Script: AI Bifurcation
发布时间 2026-02-13 17:05:51 来源
摘要
RenMac unpacks cooler inflation that keeps Fed cuts in play just as rising job anxiety and narrow hiring trends point to softer labor conditions beneath the surface. The team debates the growing AI vs. non-AI market bifurcation, fragile tech momentum, tight credit spreads versus private credit stress, tariff maneuvering around chips and Taiwan, and what housing, manufacturing, and D.C. drama signal for markets ahead.
GPT-4正在为你翻译摘要中......
