Is the productivity story more important than the Fed? cover art

Is the productivity story more important than the Fed?

Is the productivity story more important than the Fed?

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 Darius explains why productivity—not the Federal Reserve—is now the dominant driver of markets. He breaks down how AI-driven layoffs are boosting margins, accelerating disinflation, and reshaping the investment landscape, and why systematic risk management remains essential amid Fourth Turning volatility.
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