The Inflation Riddle: Are We Entering a Secular Stagnation Phase?
Over the last two fiscal quarters, inflation metrics have fluctuated between standard ranges. While the primary index indicates normalization, core prices remain elevated due to sticky service sector labor demands.
Our lead macro analyst breaks down why historic correlation models (like the Phillips Curve) are failing in the post-pandemic supply environment and what index hedges are optimal for the current fiscal environment.
AI Hardware Capital Expenses: High Valuation or Justified Growth?
Hyperscalers have increased capital expenditures by 38% year-over-year, mostly directed towards graphics processing units and data center buildouts. Many critics claim this indicates a bubble.
However, tracking cloud billing cycles indicates that active workloads are matching processing limits. This report analyzes margins across infrastructure software models and projects hardware demand trends.
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