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图书信息:2026 年 4 月 4 日

Book Bits: 04 April 2026

● 经济衰退:经济萎缩的真正原因以及应对之策泰勒·古德斯皮德(Tyler Goodspeed)通过 CNBC 采访作者 Q:您说经济衰退是不可预测的。这意味着什么?有很多人试图预测它们。答:简而言之,这意味着衰退与冲击有关,而这些冲击是我们无法完全预测的 [...]

2 月份工业生产再次增长,但自去年 7 月以来,前人工智能相关公用事业进展甚微

Industrial production increases again in February, but ex-AI related utilities has made little progress since last July

- by New Deal democratProbably my biggest theme right now is that most of the economy is either recessionary or at least on the cusp of recessionary.但这已被人工智能数据中心相关支出及其引发的股市繁荣和财富效应所抵消。 Last month I highlighted how that had shown up in the utilities portion of industrial production, which is extremely