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Economic Roundtable: What Is Supporting Global Growth?
Economic Roundtable: What’s Keeping Global Growth Going?
AI summary
Morgan Stanley held its fourth-quarter economic roundtable, hosted by Seth Carpenter, Global Chief Economist, with chief economists from the U.S., Europe, and Asia discussing the drivers of global economic resilience. The discussion noted that U.S. economic resilience stems primarily from AI-related spending, which contributes 0.4 to 0.6 percentage points to quarterly growth while supporting asset markets and consumption among high-income households.
Source:English translation is being prepared. · podcasts.apple.com