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Strategies & Market Trends : World Outlook -- Ignore unavailable to you. Want to Upgrade?

To: Les H who wrote (51194)	1/27/2026 9:38:16 AM
From: Les H	Read Replies (1) \| Respond to of 51322

A Third Time Up the Roller Coaster JANUARY 15, 2026 A Third Time Up the Roller Coaster \| Tomasz Tunguz

To: Les H who wrote (51194)	1/27/2026 11:52:51 AM
From: Les H	Respond to of 51322

Bridgewater CIOs warn AI spending wave could have a major effect on the US economy While the investment in AI has surged, its contribution to the GDP isn't the biggest BY DEEP DAS BARMAN PUBLISHED 2 HOURS AGO "Straightforward game-theoretic calculations make it unacceptable for these companies to accept falling behind rivals by even a few months of progress, so one company’s decision to spend more aggressively on AI capex compels others to follow," Bridgewater Associates' co-CIOs Bob Prince, Greg Jensen, and Karen Karniol-Tambour wrote in a client note shared on Monday. This falls in line with the bullish run of Wall Street's main indexes that closed 2025 with double-digit gains, supported by investor demands of AI-linked stocks such as Nvidia, Meta, and more. On the other hand, Bridgewater CIOs added that a surge in AI capital spending could increase inflation as higher demand would push prices of items that play a key role in development, such as electronic chips and electricity. "Easy policy risks further accelerating speculative equity market activity and the frenzy of deal-making and AI investment that’s already underway, creating a ripe environment for a bubble, and risks enabling a cyclical overheating," the note added on the dynamics that could turn the tables against the Trump administration's campaign to win the AI race. Bridgewater CIOs warn AI spending wave could have a major effect on the US economy - Market Realist