J.P. Morgan: What was I made for: Large Language Models in the Real World
On markets, not much has changed since our August Rasputin piece. While most leading indicators point to weaker US growth by Q1, the expected decline is modest as potential recessions go. Tighter Fed policy is partially offset by large fiscal deficits, US industrial policy (incentive-driven spending on infrastructure, energy and semiconductors), strong corporate and household…...
