Jim Paulsen Sees a Growth Scare Coming | The 34 Charts That Make Him Cautious
In this episode of The Jim Paulsen Show, Jim explains why weakening labor data, softening inflation, and lagged policy tightening could shift markets from inflation fears toward growth and recession fears. He also breaks down why the AI productivity boom may be overstated, how AI capital spending is supporting the economy, why Treasury yields look too high, and why investors may want to rebalance from new era technology stocks toward old era stocks and bonds.
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Topics Covered
Why weak jobs…
The skinny
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