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Economic Commentary

Charts of the Week: Momentum With Caveats

Global financial markets are entering mid-October with a cautiously optimistic tone, supported by a mix of better macro data and easing geopolitical risk. This week’s latest IMF forecasts nudged global growth expectations higher for 2025, broadly in line with indication from the latest Blue Chip consensus, where revisions have been led by economies tied to the tech and semiconductor cycle (chart 1). That same dynamic is evident in the US, where surging AI-driven data-center investment has emerged as an unexpectedly powerful growth driver (chart 2). Still, the timing of AI’s broader payoff rema...
by:Andrew Cates
|in:Economy in Brief
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