Global markets are optimistic about AI and easing inflation, but David Roche warns of deeper structural risks. He believes the AI investment boom is unsustainable and the recent oil deal, while lowering prices, strengthens Iran's strategic position. Roche anticipates inflation will remain contained due to falling oil prices and the Fed's commitment to price stability.
Global markets are optimistic about AI and easing inflation, but analyst David Roche warns of deeper structural risks. He believes the current AI investment boom is unsustainable, and a recent oil deal, while lowering prices, strengthens Iran's strategic position. Roche…
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