Global Economics Wrap-Up

A global economic review noting softening European PMIs, a hawkish lean from EM central banks, and potential productivity gains from accelerated AI adoption in emerging markets.

Key Takeaways

• 1.Emerging Market AI adoption lags are likely to be shorter than previous technology cycles due to low-cost and open-source models.
• 2.May flash PMIs indicate widespread economic softness across Europe, with France particularly weak.
• 3.US FOMC participants are debating removing easing bias as inflation remains persistently above 2%.

Table of Contents

• Global Economics
• US Economics
• Europe Economics
• Asia/EM Economics
• Disclosure Appendix

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