Posted 12/12/2023, 1:17:07 PM
Canadian Mortgages Slow Growth; Liquidity Fuels Stocks; 2024 Themes Seen in Geopolitics, AI; US Reshores Manufacturing; Human Brain Cells on a Chip
- Canadian households spending much more on mortgages than U.S., causing slower Canadian economic growth
- Morgan Stanley strategist sees market rally driven more by liquidity than fundamentals
- TD Cowen identifies top 2024 themes like geopolitical shifts, AI, energy, health care
- U.S. manufacturing reshoring evident from railroad project pipelines and Mexican seaport export data
- M.I.T. Technology Review article on hooking up human brain cells to a chip for speech recognition