Japan’s Nomura company warns that the rebound in the US artificial intelligence market may mask the deep structural vulnerabilities of the US economy. The firm notes that while current market performance seems strong, it actually reflects short-term technical factors rather than fundamental improvements, and there are potential risks.
**Debunking the "Tina" doctrine: Nomura warns AI-driven rally masks US vulnerabilities**
The artificial intelligence boom has masked a rising US risk premium, according to a Nomura report. The report warns that the concentration of global savings in US dollar assets has left investors increasingly exposed to a reversal in the US economy.