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Can AI save the US hegemony? | David Woo

Generative AI has opened a new front in the power struggle between the unipolar vs multipolar world orders. Can AI save the US hegemony? The Federal Reserve's latest policy adjustments have triggered a ripple effect across global markets, influencing US financial conditions and impacting US equities. Amidst these fluctuations, the S&P 500 performance and US stock market performance continue to be closely monitored, reflecting shifts in investor sentiment and portfolio rebalancing efforts. This period has also highlighted the significance of generative AI and large language models in driving Meta AI investment, showcasing how technology continues to reshape market dynamics. Moreover, economic convergence and reshoring and robotics are reshaping the US capital to labor ratio, leading to refined growth expectations and adjustments in sector level earnings growth. Across the Atlantic, the Stoxx 600 mirrors these trends, while the MSCI USA and MSCI World ex USA indices provide a broader view of global equity movements. Notably, cross border equity flows and the US dollar index are key indicators of international investment trends, influencing strategies in both developed and emerging markets. As we delve deeper into the analytics, EPS growth estimates for the Magnificent 7 companies suggest a strategic recalibration in response to the evolving economic landscape, underscoring the complex interplay of global economic forces and market mechanisms. Why is AI overturning the theory of economic convergence? What does it mean for US economic hegemony and the US dollar’s reserve currency status? What does AI mean for the neutral rate of interest and the outlook for the Fed? A former top-ranked Wall Street global macro strategist tells it as it is. You may not agree with everything he says but he will make you reassess everything you thought you knew. #FinancialMarkets2024 #InvestmentTrends #GlobalEconomyInsights Chapters: 0:00 Intro 0:45 The Role of AI in Shaping Global Economic Power 2:31 Unpacking the Complex Dynamics Between US Equities and the Dollar 6:00 The Disproportionate Influence of Tech Giants on US Economic Resilience 9:09 AI: The New Frontier in US Economic and Technological Dominance 10:53 My Predictions Subscribe: https://www.youtube.com/c/DavidWooUnb... Useful links: • LinkedIn:   / david-woo-1479a492   • Twitter:   / davidwoounbound   • Wikipedia: https://en.wikipedia.org/wiki/David_Woo . RIWI-Unbound: https://riwi.com/compass-series