Artificial intelligence has become “magic reform” where America puts a “great bet” that it is not a bubble, as it warns of the old warriors on the market

in A Financial times column On Sunday, the veteran in the market indicated that the “migration boom cycle” that the United States is suffering from now is unprecedented, swinging from a clear profit for more than 3 million in 2023 to an expected score of only 400,000 this year. Acute suffocation in the workforce may reduce the potential of growth in the United States by more than 20 %.

“However, the response to this danger is also ignoring. Amnesty International will make human action less necessary,” said Sharma.

Meanwhile, the debt ratio to GDP of the United States is already 100 %, and is expected to continue to increase the temperature, as it leads the record in the World War II era in the coming years.

But again, artificial intelligence can reach rescue by pushing economic growth enough to stabilize debt. Sharma said that the global bond market is the prices in this scenario, pointing to increasing revenues for Japan, France and the United Kingdom, although they have a smaller budget deficit more than the United States.

He added: “The main reason that Amnesty International considers a magical solution to many different threats is that it is expected to offer a big boost for productivity growth, especially in the United States.”

In addition to the workforce and debt problems, artificial intelligence can reduce the risk of inflation, including the pressure by customs tariffs, by enabling companies to raise wages but still keep prices fixed, Sharma said.

The desired benefits of the productivity of the productivity are not completely far. the The Congress Budget Office is estimated earlier this year Productivity growth by 0.5 Celsius each year for 30 years can make the debts that it publicly publicly has by 113 % of GDP by 2055, instead of 156 %.

Indeed, the United States has more productivity growth in recent years than other advanced economies, which has increased the noise between investors who will expand the introduction.

AI’s narration in America helped global investors overcome the shock of President Donald Trump’s war and “liberation day”, which led to a sudden exit from the American markets. But the money soon returned, and Sharma said that foreigners paid $ 290 billion in American stocks in the second quarter and now owns 30 % of the market.

“In some way, America has become a great bet on artificial intelligence,” he said.

With the exception of shares related to prosecution, European markets were superior to the United States in this decade, and the superior performance spread over other sectors.

“This indicates that artificial intelligence is better for the United States, or that its economy and markets will lose the one leg that they are now standing.”

It is not the only sound that highlights the alarm. Lisa Shalit, chief investment official Morgan Stanley “It is difficult not to see … a single novel”. Since the launch of ChatGPT, I noticed Shalett, what it considers “AI Centre-Ecosystem Data System” represents about 75 % of S&P 500 revenues, 80 % of profit growth and 90 % of CAPEX growth. “It is difficult to ignore the market dependence on AI Capex”.

Currently, Wall Street looks happy to ride the wave. On Monday, the Openai Declaration ignited that he is getting a stake in Chipmaker AMD another gathering in the stock market.

Analysts are also goals in hiking prices for other hot plays such as Nafidia In addition to the total S & P 500. Although the last series of the highest level in the records has fueled concerns about the bubble, some measures indicate that the mutation of artificial intelligence Not yet at Dotcom-Pust levels.

Others still see the circumstances increasing. Evekor ISI Julian Emmanuel analyst said in a Monday note that he now sees the possibilities of 30 % of the S&P 500, up to 9000 at the end of next year in the “Bubble scenario”, with an increase of 25 % a few weeks ago. Its basic case is for the index to reach 7,750 by that time, which is currently 15 % profit.

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