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Productivity

Franklin Templeton CEO on its own AI tools: "they're seeing 23% more clients"
7 lessons: why she says a CEO cannot pace themselves against China, the governance layer she thinks every company is missing, and why AI has not rerated…
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The quarter-point hike was political, not economic, says Sri-Kumar Global's president
14 predictions: Why he wanted 50 basis points, when the second hike lands, and the reason he says the Treasury's bond buyback failed on its own numbers
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Satya Nadella: tell an agent to optimize working capital and it may fake the books
10 arguments: Why he wants outside testers embedded in the labs, what he says Copilot's 30M users prove about the enterprise market, and the rural town…
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Jim Paulsen: a 20%+ bear market in tech, without one in the S&P 500
12 arguments: The job-market misery index that has only been this high in recessions, why he sees 4% on the 10-year before 5%, and the wall of worry he…
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Gabriel Agostini: 90% of firms say AI has had zero impact on jobs or output
7 takeaways: why 90% of firms feel no AI hit yet, the New York Fed's remote-work finding on youth unemployment, and what has to happen for the AI trade…
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Matt Klein: an AI productivity boom would push interest rates up, not down
15 takeaways: Why underlying US productivity growth has been zero for 18 months, where the AI capex money actually flows, and China's trade surplus…
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Wade Foster: pausing Zapier for a week took daily AI use from 10% to over 50%
11 takeaways: Why 10x individuals don't add up to a 10x company, the case against being a one-model shop, and why he converts AI agents into fixed code
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Tom Barkin: the consumer is borrowing from the future, and AI's biggest mark on his district is political | Odd Lots
Why he says inflation is not heading in the wrong direction but is in the wrong place, what the dot plot does to the Fed's story, and the sailing…
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Kristalina Georgieva: Why she wants governments cutting debt now instead of waiting for a crisis, why the dollar still has no alternative…
The IMF chief on the energy shock and AI pulling growth in opposite directions, why inflation expectations are still anchored, and what stopped oil from…
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Andrew Bailey: Why he commends Warsh on forward guidance, sees subdued second-round effects in the UK, and won't match a Fed hike just…
The Bank of England governor on the September balance-sheet decision he won't prejudge, why he refuses the hawk or dove label, and whether AI's demand…
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Claudia Sahm: why she just left the hold camp and now wants the Fed raising, what Warsh has to prove at Jackson Hole, and where inflation…
Former Philadelphia Fed president Patrick Harker on why he would lift the funds rate anyway and why the AI build-out ignores it, and Deepwater's Gene…
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Jared Woodard: why 5% on the 10-year is only a warning shot, 7% is the level that bites, and why the 40 in 60/40 is the broken half …
The Bank of America strategist on 40% losses in 20-plus-year Treasuries, fallen angels and emerging market debt, commodities in place of the 40, and why…
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