US Growth AI Consumer Resilience
Strong consumer spending and AI infrastructure investment are supporting steady US economic growth despite geopolitical headwinds
Too little corroboration in the last 3 days to call a trend (4 articles). Watching for it to gain traction.
"UBS, which maintained its "attractive" view on U.S. equities, said the "three pillars" supporting the bull market — resilient economic growth, supportive monetary policy and AI adoption — were firmly in place."
"The most attractive market at this point is the most resilient, and it has continued to show the exceptionalism that we've all continued to question for a few years now."
"The US economy likely maintained a steady pace of growth in the second quarter, supported by stronger consumer spending and robust business investment in equipment tied to the buildout of artificial intelligence infrastructure."
"The U.S. economy likely maintained a steady pace of growth in the second quarter, supported by stronger consumer spending and robust business investment in equipment tied to the buildout of artificial intelligence infrastructure."