Keep pulling the thread on Bloomberg Surveillance.
Katherine Thompson asserts that the United States is experiencing a munitions crisis, which would be strategically strained by potential Iranian retaliation against U.S. bases, as this would require deploying scarce and expensive air defense systems.
Katherine Thompson believes the Trump administration will find it very difficult to achieve the required consensus within NATO for an out-of-area mission to support U.S. efforts in Iran.
Mark Lehman opines that Anthropic has outperformed OpenAI in the last few months, citing its public relations, story, and product offering, which he describes as "second to none right now."
Oxford Economics forecasts that the AI-driven demand for high-end semiconductors is crowding out the supply of lower-end chips for consumer goods, which is expected to add approximately 0.3 percentage points to core PCE inflation at its peak over the next couple of quarters.
Oxford Economics forecasts that headline PCE inflation will peak at 4% and core PCE inflation will remain around 3% for a sustained period.
Inez McPhee of Oxford Economics states that while there is significant churn in the information sector job market, there is not a large net loss of jobs because hiring rates remain high.
Inez McPhee believes that AI will primarily augment labor, helping current workers and leading to real wage gains over time as productivity rises.
Mark Lehman of Citizens Commercial Bank believes Nvidia's earnings report serves as a real-time indicator of demand and the health of the entire technology ecosystem.
Mark Lehman asserts that the AI technology trend is accelerating and will not slow down, despite public relations issues.
Mark Lehman predicts that the US Congress will fail to comprehend the impact of AI on corporate America, similar to its past misunderstanding of the internet.
Mark Lehman does not believe the US federal government will impose a massive tax on large technology companies involved in AI.
Citizens Commercial Bank has an initiative called 'Reimagine the Bank' which is developing use cases to demonstrate how AI can empower employees.