But risks are rising, including from the concentration of tech investment and the negative effects of trade disruptions, ...
Unlike its Cold War standoff with the Soviet Union, Washington’s rivalry with Beijing is constrained by mutual dependence and the high costs of economic separation. U.S. President Donald Trump greets ...
The United States speaks increasingly of decoupling from China, as if economic interdependence were a switch that could ...
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'The odd decouple': JPMorgan says the tech capex surge is masking a troubling slowdown in job growth
Corporate capital expenditures have surged in 2025, led by AI hyperscalers' sprawling infrastructure buildout, but JPMorgan says something odd is happening under the surface of the economy. As ...
At the moment of writing, the fourth anniversary of Russia’s full-scale invasion of Ukraine is only four months away. At the same time, Israel has resumed bombing Gaza after the failure of a weak U.S.
'The odd decouple': JPMorgan says the tech capex surge is masking a troubling slowdown in job growth
JPMorgan's economic outlook for 2026 points to a continued surge in capex spending by companies. The bank notes, though, that it may be causing investors to overlook problems in the labor market.
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