Source: Tech – South China Morning PostThe artificial intelligence boom has signalled growing risks in the US economy and capital markets, with a setback in the technology rally potentially triggering a sharp correction in US assets and weakening the dollar, according to a Nomura report.
“The AI boom has masked a rising US risk premium,” Nomura analysts led by Rob Subbaraman said in a report on Thursday, warning that the concentration of global savings in US dollar assets had left investors increasingly exposed to a reversal in the…Read More