Global economy should grow at 3.2% sustained by AI investments and fiscal policy – Harvard economist
AI Data Center And Electricity Supply Production As Drivers Of Industrial Production And Capital Goods Spending
Capital goods spending and industrial production are hitting record highs, driven by massive investments in AI data centers and power infrastructure. This AI-fueled construction boom remains a primary engine for economic growth.
Why Did Private Credit Stocks Slide, And What’s Up At Blue Owl?
Software exposure and liquidity risks fuel private credit concerns.
Housing And Recessions
Canadian home resale prices have dropped 21% since 2022, yet affordability remains strained as new construction slows. Projected declines in housing starts through 2028 pose significant risks to economic growth and employment.