PIMCO
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AI is driving one of the largest capital spending cycles in decades, raising questions in credit markets about financing, risks, and opportunities, with experts from PIMCO, Goldman Sachs, and Barclays discussing the implications.
Pimco economist Tiffany Wilding, discussing the firm's annual cyclical outlook, points to three buffers for the US economy: booming AI investment, consumers' ability to absorb higher costs, and an incremental approach to monetary policy.
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