HSBC with the note. ◆We believe the market is underestimating the productivity boost AI could deliver to a wide range of sectors ◆Bluesky: rapid AI adoption could drive EPS CAGR of 7.5% over the next decade and justify S&P 500 fair value of c5,900 ◆Overweight US and EM, underweight Europe, UK,and Japan. Upgrade health care
The post The future belongs to America appeared first on MacroBusiness.