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Surely, with the AI excitement, spending on information technologies is at least soaring? Not quite. In the third quarter of 2023 American firms' investment in "information-processing equipment ...

当然，在人工智能的刺激下，信息技术方面的支出至少会飙升？不一定。2023年第三季度，美国企业在“信息处理设备和软件”上的投资同比下降了0.4%。类似的趋势在世界各地都可以看到。 根据富国俱乐部经合组织的国民账户数据，截至2023年第三...

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Finance and economics. The missing investment boom. Perhaps AI is a busted flush. Perhaps the revolution will just take time. Many economists believe that generative artificial intelligence (AI) ...

财经 消失的投资热潮 或许人工智能的热潮失败了，或许这场革命只是需要时间。 许多经济学家认为，生成性人工智能即将改变全球经济。纪元研究公司的艾格·厄迪尔和塔梅·贝斯洛格鲁去年发表的一篇论文认为，在人工智能可以广泛地替代人类劳...

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Finance and economics. Forget the Fed. Investors are paying more attention than ever to the world’s safest assets. Regular and predictable. That has been the golden rule of Treasury issuance for...

财经 忘掉美联储 投资者比以往更加关注世界上最安全的资产。 有规律的和可预测的。40年来，这一直是美国国债发行的黄金法则。美国的财政部门曾经通过“战术性”债券出售来筹集资金。官员们会对市场参与者进行调查，并据此发行债券。但事实证...

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What makes the growth all the more striking is that it has come at the same time as inflation has receded. The Fed's preferred measure of inflation-the personal consumption expenditure (PCE) price ...

让增长更引人注目的是，它是与通胀消退同时出现的。美联储更爱用的通胀指标是个人消费支出(PCE)价格指数，与去年同期相比，PCE价格指数在11月达到了2.6%，低于2022年中的7%。更令人振奋的是，剔除波动较大的食品和能源成本的核心PCE价...

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Finance and economics. Unstoppable momentum. Still energized. America's extraordinary economic vigour keeps the inflation threat alive. At some point American economic growth will disappoint e...

财经 势不可挡 活力依旧 美国非同寻常的经济活力让通胀威胁继续存在。 在某一时刻，美国的经济增长将令人失望。然而，就目前而言，美国2023年的经济表现似乎与前几年大致相同，又一次出现了超出预期的扩张。最近的数据显示，美国经济...

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Firms are noticing the $600bn shift. In a recent earnings call an executive at Darden Restaurants, which runs one of America’s finest restaurant chains, Olive Garden, noted that, relative to pre-co...

各家公司注意到这6000亿美元正在逐渐溜走。在最近的一次财报电话会议上，经营着美国最好的连锁餐厅之一“橄榄花园”的达顿餐饮公司的一名高管指出，相对于疫情前，“我们的客流量可能在80%左右”。而家居建材工具销售商家得宝的收入比2019年实际增...

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Finance and economics. Apart, together. The world economy has entered a new era, that of the hermit consumer. In some ways covid-19 was a blip. After soaring in 2020, unemployment across the ...

财经 一起分开生活 世界经济进入了一个新时代：隐居消费时代。 在某些方面，新冠肺炎只是暂时性的问题。富裕国家的失业率在2020年飙升后，又迅速降至大流行前的低点。各国GDP也很快恢复到了疫情前的水平。然而，在封控解除两年多后，至...

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Finance and economics. Cruel world. Investors begin to accept that high borrowing costs are here to stay. According to T.S. Eliot, April is the cruellest month. Shareholders would disagree. ...

财经 残酷世界 投资者开始接受高借贷成本将持续存在的事实 T. S. 艾略特说，四月是最残酷的月份。股东们不会同意。对他们而言，最残酷的月份是九月。每年九月之后，股市往往会上涨。自1928年以来，美国标准普尔500指数股票的月度...