Cicadian Rhythms: On the US, China, Japan and Tesla
Cicadian Rhythms: a discussion of the fading prospects of a US disinflationary boom (resilient growth but now inflation is rising again); Japan’s surprising structural reform and M&A emergence; and Eye on the Market mailbag responses to questions on Tesla/Musk (robotaxis, the Model 2 and Twitter), GLPs, housing, China, Truth Social and Meta’s latest open source language models
Michael Cembalest, JP Morgan Asset Management