BloombergNYS:GS
Goldman Sees ‘AI-Driven Super Surplus’ Swelling in Korea, Taiwan
South Korea and Taiwan’s artificial intelligence-fueled chip booms are set to swell both economies’ current-account surpluses to fresh records and pressure their central banks to raise interest rates later this year.
MS
Malcolm Scott
Redacción · hace 33 días
South Korea and Taiwan’s artificial intelligence-fueled chip booms are set to swell both economies’ current-account surpluses to fresh records and pressure their central banks to raise interest rates later this year.
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Wall Street is growing more convinced that shipping through the Strait of Hormuz will remain impaired into the second half of the year, highlighting expectations for a longer-lasting supply shock.
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