What's the next big growth catalyst after earnings season?

As headlining earnings reports come and go, Schroders Head of Multi-Asset for the Americas Adam Farstrup sits down with Yahoo Finance's Catalysts to talk about the market's shifting focus toward AI, the Federal Reserve's inflation outlook, and inflation prints, including"And then when you start to look outside the US... we're actually seeing a recovery in PMIs in Europe.

So I think the market will be looking for signs that all this Capex that's going into A I that's been benefiting the top of the market.Will companies actually be able to use large language models, deep learning all of these tools to start to drive efficiency within their companies?And then when you start to look outside the US, we have, you know, we're actually seeing a recovery in PM is in Europe.So that can create some optimism.

Um We see consumer pressures on the low end but outside the US as China starts to recover on the manufacturing side, that tends to sort of move through the pipeline.This is the fed's preferred inflation gauge comes after we saw that rebounding consumer confidence.I mean, so the, the consensus expectations about a 0.

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