Arm Holdings plc American Depositary Shares (ARM) real-time stock prices, returns, latest social media discussions, proprietary alpha stock signals, CAPM alphas, Fama-French alphas, interactive charts, financial statements, key ratios, and stock news

Monica McNeil

2025-06-07 01:57:53

Bullish

Quantitative fundamental analysis

Our new podcast deep-dives into how American exceptionalism often turns out to be the heuristic rule of thumb for better economic growth, low and stable inflation, full employment, and macro-financial stability. In recent times, the relatively high stock market valuations of the Magnificent 7 tech titans now embed greater growth expectations in relation to the broader AI-driven stock market rally. From Apple, Meta, Amazon, and Microsoft to Google, Nvidia, and Tesla, these tech titans now rely on the steady flows of high-end semiconductor microchips, graphics processing units (GPU), high-speed broad-band cloud services, telecoms, quantum computers, and several other technological advances. These tech titans continue to make iterative continuous improvements for their Generative AI large language models (Gen AI LLM). Today, the top-tier mainstream Gen AI LLM bellwethers span: Microsoft-OpenAI ChatGPT, Google Gemini, Anthropic Claude, Alibaba Qwen, DeepSeek, Meta Llama, Twitter xAI Grok, Amazon Nova, Mistral, and Perplexity.

$META $MSFT $GOOG $GOOGL $AMZN $AAPL $NVDA $TSLA $AMD $ARM $AVGO $QCOM $TSM $ZIM

$IONQ $BABA $BIDU $TME $JD $PDD $BILI $IQ $NFLX $DIS $SNOW $NET $WRB $PARA $V $MA $AXP

$ORCL $CSCO $IBM $CRWD $WMT $TGT $PG $HD $COST $T $TMUS $VZ $PYPL $PLTR $NIO $KKR

#size #value #momentum #profitability #assetgrowth #marketrisk #dividendyield #revenuegrowth #industry

#returnvariance #residualvariance #sma #ema #macd #rsi #shortrange #longrange #bollinger #murphyrank

The original blog article is available on our AYA fintech network platform. https://ayafintech.network/blog/american-exceptionalism-turns-out-to-be-the-heuristic-rule-of-thumb-for-better-economic-growth-low-stable-inflation-full-employment-macro-financial-stability/

This fun podcast is about 10 minutes long (with smart AI podcast generation from Google NotebookLM). https://bit.ly/4iuWuJ9

We delve into the mainstream root causes of higher productivity growth in America despite several recent extraordinary events. These rare events include the dotcom stock market crash of 2001-2002, Global Financial Crisis of 2008-2009, Covid-19 pandemic crisis of 2020-2022, and the subsequent surge in inflation and domestic unemployment. In this wider macro context, we explain and discuss why American productivity growth has been so impressive in comparison to the rest of the world. We can draw some vital lessons from American productivity growth in global trade, finance, and technology.

With impressively higher productivity growth, America continues to lead the rest of the world. America’s recent rise as the world’s biggest shale oil producer continues to fuel its own economic growth in the next couple of decades. America’s deep and liquid capital markets for stocks, bonds, ETFs, and so on continue to deliver higher returns, cash dividends, and share repurchases for global investors. The American dollar continues to serve as the dominant global reserve currency for trade, finance, and technology. Only toxic politics can derail American economic growth, low and stable inflation, maximum sustainable employment, and macro-financial stability.

Since the early-1990s, America has grown substantially faster than most other rich countries. Also, the American economy has rebounded more significantly from its recent recessions along the way. In practice, U.S. economic growth has been best-in-class, and American strengths give grounds for greater optimism about the next likely economic power, productivity growth, macro-financial stability, and maximum sustainable employment. However, the U.S. fraction of global GDP has decreased incrementally from 21% in 1990 to 16% today in real purchasing-power parity (PPP) terms. Even the economic growth spurts of the world’s 2 most populous countries, China and India, lag behind American exceptionalism. China’s real GDP per capita remains less than one third of U.S. real GDP per capita. India’s real GDP per capita is still smaller today. In recent years, higher American productivity growth has been impressive by both historical standards and in comparison to the rest of the world. American exceptionalism often turns out to be the heuristic rule of thumb for wider economic growth, full employment, low and stable inflation, real productivity growth, technological advancement, and macro-financial stability.

On a per-person basis, American economic output is now more than 40% higher than economic output in Western Europe and Canada, and about 60% higher than economic output in Japan. Today, these economic output gaps are approximately twice as large as they were back in 1990. Average wages in the poorest American state, Mississippi, remain higher than average wages in Australia, Britain, Canada, France, and Germany. A recent IMF survey shows that America is the only country whose economic output and employment are above pre-pandemic expectations in the G20 club. This impressive productivity growth combines with the global reserve currency status of the U.S. dollar to entrench global economic heft for America and wealth creation for Americans.

We explain and discuss why American productivity growth has been so impressive for so long. Also, we explain and discuss why this growth is likely to continue in the next couple of decades. Some of the fundamental forces relate to the good fortune due to geography. As a quasi-continental economy with a big and broad consumer market, American companies benefit substantially from this sheer economic scale. A good product idea that some Silicon Valley tech startup hatches in California can often spread to the other 49 states in short order. Also, America integrates its labor market into the global economic ecosystem. This integration allows Americans to move to better jobs with higher wages. At the same time, this integration empowers Americans to gravitate toward more productive strategic sectors of high technology. These strategic sectors include semiconductor microchip production, higher-speed broadband cloud services, telecoms, electric vehicles (EV), autonomous robotaxis (AR), generative artificial intelligence (Gen AI) large language models (LLM), and biopharmaceutical medications, treatments, and therapies. In light of green energy transformation, the American-led improvements in techniques for extracting hydro-carbons from shale rocks have turned America into the world’s largest producer of oil and natural gas over the past couple of decades.

With its deep, broad, and liquid financial markets, America has made it both easier and faster for startups to raise new equity. In stark contrast to the alternative debt capital instruments such as bank loans and corporate bonds, this key equity capital availability serves as a better way for numerous American companies to get off the ground. In practice, this novel and non-obvious profusion of young companies has helped build out the broader vital, vibrant, and dynamic startup ecosystem for high technology in America. In addition, the dominant global reserve currency status of the American dollar helps further make global trade, finance, and technology more frictionless for American business. From Harvard, Yale, MIT, NYU, Columbia, and Chicago to Stanford and UC Berkeley, America has many of the world’s best think tanks, universities, and research institutes. These academic institutions attract the world’s best students, doctors, scientists, engineers, statisticians, economists, and other fresh talents worldwide.

In America, business rules and regulations are relatively lax, lenient, tolerant, and inclusive. This broader deregulatory business context has given high-tech startups ample room to grow their core business operations in the midst of significantly less economic policy uncertainty. In the recent couple of decades, the U.S. government has made bold, robust, and resolute interventions in response to some rare crises, disasters, and other extraordinary events. These rare crises span the dotcom stock market crash, Global Financial Crisis, Eurozone sovereign debt debacle, Covid-19 pandemic crisis, and subsequent inflationary outbreak worldwide. At any rate, it is impossible for us to explain America’s smarter, faster, and better economic growth engine without acknowledging the U.S. government’s open and inclusive attitude toward stepping on the financial accelerator pedal when the real economy sputters. The resultant positive government interventions often arise in the common form of better fiscal-monetary policy coordination. In modern economic history, there is an element of relentless dynamism in American business. This unique characteristic of the American economy continues to be the ultimate fundamental force in support of higher-quality economic growth over the next couple of decades.

Below we provide hyperlinks to many other recent podcasts, surveys, research articles, and blog posts on global macro-finance, asset return prediction, trade, technology, fiscal-monetary policy coordination, and fundamental industry analysis for stock market investors worldwide. Key technological advancements include generative artificial intelligence (Gen AI) large language models (LLM), electric vehicles (EV), autonomous robotaxis (AR), virtual reality (VR) headsets, semiconductor microchips, high-speed broadband networks, telecoms, cloud services, social media platforms, quantum computers, and pharmaceutical treatments, medications, and therapies.

American exceptionalism often turns out to be the heuristic rule of thumb for better economic growth, low and stable inflation, full employment, and macro-financial stability.

Podcast: https://bit.ly/4iuWuJ9

Article: https://ayafintech.network/blog/american-exceptionalism-turns-out-to-be-the-heuristic-rule-of-thumb-for-better-economic-growth-low-stable-inflation-full-employment-macro-financial-stability/

In the broader modern monetary policy context, central banks learn to weigh the trade-offs between output and inflation expectations and macro-financial stress conditions.

Podcast: https://bit.ly/42SwrXG

Article: https://ayafintech.network/blog/central-banks-weigh-the-monetary-policy-trade-offs-between-output-inflation-and-macro-financial-stress-conditions/

Today, tech titans, billionaires, serial entrepreneurs, and venture capitalists continue to reshape and even disrupt global pharmaceutical investments for both better healthspan and longer lifespan.

Podcast: https://bit.ly/41KDNLp

Article: https://ayafintech.network/blog/today-tech-titans-reshape-global-pharmaceutical-investments-for-both-better-healthspan-and-longer-lifespan/

Artificial intelligence continues to reshape the current global market for better biotech advances, medical innovations, and healthcare services.

Podcast: https://bit.ly/4hBVimM

Article: https://ayafintech.network/blog/the-new-integration-of-artificial-intelligence-reshapes-the-competitive-landscape-for-the-global-market-for-better-medical-innovations-and-healthcare-services/

The global market for GLP-1 anti-obesity weight-loss treatments now grows substantially to benefit more than 1 billion people worldwide by 2030.

Podcast: https://bit.ly/4bz6vmI

Article: https://ayafintech.network/blog/the-global-market-for-GLP-1-weight-loss-medications-grows-substantially-to-benefit-1-billion-people-worldwide-by-2030/

Is higher stock market concentration good or bad for Corporate America?

Podcast: https://bit.ly/3F1fpgN

Article: https://ayafintech.network/blog/is-higher-stock-market-concentration-good-or-bad-for-corporate-america/

Geopolitical alignment often reshapes and reinforces asset market fragmentation in the broader context of financial deglobalization.

Podcast: https://bit.ly/3ZpGMcD

Article: https://ayafintech.network/blog/geopolitical-alignment-often-reshapes-and-reinforces-asset-market-fragmentation-in-the-broader-context-of-financial-deglobalization/

The global cloud infrastructure helps accelerate the next high-tech revolutions in electric vehicles (EV), virtual reality (VR) headsets, artificial intelligence (AI) online services, and the metaverse.

Podcast: https://bit.ly/47pDk3z

Article: https://ayafintech.network/blog/the-global-cloud-infrastructure-helps-expand-what-can-be-made-digitally-viable-from-electric-vehicles-and-virtual-reality-headsets-to-artificial-intelligence-metaverse/

The new homeland industrial policy stance tilts toward greater global resilience across the major high-tech supply chains worldwide.

Podcast: https://bit.ly/3B6xY12

Article: https://ayafintech.network/blog/the-current-homeland-industrial-policy-stance-worldwide-seeks-to-embed-the-new-notion-of-global-resilience-into-economic-statecraft/

China poses new threats to the U.S. and its western allies.

Podcast: https://bit.ly/3XGWrD1

Article: https://ayafintech.network/blog/china-poses-new-economic-technological-and-military-threats-to-the-us-and-western-allies/

How can generative AI tools and LLMs help enhance human productivity?

Podcast: https://bit.ly/4elAFKv

Article: https://ayafintech.network/blog/generative-artificial-intelligence-uses-large-language-models-and-content-generation-tools-to-enhance-human-productivity/

What are the macrofinancial ripple effects of central bank digital currency (CBDC) design, issuance, and broad user adoption?

Podcast: https://bit.ly/3XNMwM8

Article: https://ayafintech.network/blog/central-banks-should-shape-cbdc-design-features-and-functions-to-reduce-any-adverse-impact-on-bank-intermediation/

Both BYD and Tesla have become serious global manufacturers of electric vehicles (EV) worldwide.

Podcast: https://bit.ly/3BgL0sL

Article: https://ayafintech.network/blog/mainstream-technological-advances-in-the-global-auto-industry/

With U.S. fintech patent approval, accreditation, and protection for 20 years, our AYA fintech network platform provides proprietary alpha stock signals and personal finance tools for stock market investors worldwide.

We build, design, and delve into our new and non-obvious proprietary algorithmic system for smart asset return prediction and fintech network platform automation. Unlike our fintech rivals and competitors who chose to keep their proprietary algorithms in a black box, we open the black box by providing the free and complete disclosure of our U.S. fintech patent publication. In this rare unique fashion, we help stock market investors ferret out informative alpha stock signals in order to enrich their own stock market investment portfolios. With no need to crunch data over an extensive period of time, our freemium members pick and choose their own alpha stock signals for profitable investment opportunities in the U.S. stock market.

Smart investors can consult our proprietary alpha stock signals to ferret out rare opportunities for transient stock market undervaluation. Our analytic reports help many stock market investors better understand global macro trends in trade, finance, technology, and so forth. Most investors can combine our proprietary alpha stock signals with broader and deeper macrofinancial knowledge to win in the stock market.

Through our proprietary alpha stock signals and personal finance tools, we can help stock market investors achieve their near-term and longer-term financial goals. High-quality stock market investment decisions can help investors attain the near-term goals of buying a smartphone, a car, a house, good health care, and many more. Also, these high-quality stock market investment decisions can further help investors attain the longer-term goals of saving for travel, passive income, retirement, self-employment, and college education for children. Our AYA fintech network platform empowers stock market investors through better social integration, education, and technology.

American exceptionalism often turns out to be the heuristic rule of thumb for better economic growth, low and stable inflation, full employment, and macro-financial stability. - Blog - AYA fintech network platform provides proprietary alpha stock signals and personal finance tools for stock market investors.

This report delves into American exceptionalism and economic growth outperformance both by historica...

https://ayafintech.network/blog/american-exceptionalism-turns-out-to-be-the-heuristic-rule-of-thumb-for-better-economic-growth-low-stable-inflation-full-employment-macro-financial-stability/

Comment

Chanel Holden

2025-06-04 03:32:07

Bullish

Quantitative fundamental analysis

Our new podcast deep-dives into how several central banks learn to weigh the trade-offs between output and inflation expectations and macro-financial stress conditions in the broader modern monetary policy context. In recent years, the mainstream monetary policy framework reviews worldwide provide new economic insights into the dual mandate for the American Federal Reserve System, European Central Bank, Bank of England, Bank of Canada, Bank of Japan, and so forth. Despite the recent tariffs, trade negotiations, and geopolitical tensions, these new economic insights further shine fresh light on monetary policy incentives, carrots, and sticks for better fiscal-monetary policy coordination worldwide.

$META $AAPL $MSFT $GOOG $GOOGL $AMZN $NVDA $TSLA $TSM $AMD $ARM $ORCL $CSCO $IBM

$NIO $RIVN $XPEV $KKR $BABA $BIDU $TME $JD $PDD $BILI $IQ $NFLX $DIS $WRB $PARA $IONQ

$QBTS $QCOM $AVGO $PFE $JNJ $BMY $NVO $LLY $WMT $TGT $PG $HD $CVS $COST $T $TMUS $VZ

#size #value #momentum #profitability #assetgrowth #marketrisk #revenuegrowth #dividendyield #industry

#returnvariance #residualvariance #shortreversal #longreversal #fibonacci #murphyrank #bollinger #accrual

The original blog article is available on our AYA fintech network platform. https://ayafintech.network/blog/central-banks-weigh-the-monetary-policy-trade-offs-between-output-inflation-and-macro-financial-stress-conditions/

This fun podcast is about 10 minutes long (with smart AI podcast generation from Google NotebookLM). https://bit.ly/42SwrXG

We delve into the mainstream rules, lessons, and fresh challenges from the recent monetary policy framework reviews worldwide. Several central banks that conduct their own monetary policy framework reviews in recent years include the American Federal Reserve System, European Central Bank, Bank of England, Reserve Bank of Australia, Reserve Bank of New Zealand, Bank of Japan, and so on. The Global Financial Crisis of 2008-2009, the Covid-19 pandemic crisis of 2020-2022, inflation, output growth, and macro-financial stability continue to be the central elements of the recent monetary policy framework reviews. The long prevalent, pervasive, and mainstream monetary policy frameworks often span clear and simple policy targets for inflation, nominal GDP, the price level, and credit control in some asset markets such as the global financial markets for stocks and bonds as well as the residential real estate market. In addition to these mainstream macro policy goals, climate risk management, residential property affordability, productivity growth, macrofinancial stability, and technological advancement now arise as novel elements of the macro mandate for some central banks.

Since 2000, several extraordinary events have severely tested the modern conduct of monetary policy worldwide. The U.S. subprime mortgage crisis, Global Financial Crisis of 2008-2009 and subsequent European sovereign debt debacle shattered the deceptive tranquility of the Great Moderation, the decades-long phase of lower output and inflation volatility in many rich economies through the 1980s and 1990s. In the subsequent decade, central banks struggled to push inflation back to the 2% target, or the broader target range of 1% to 3%. Like a bolt from the blue, the Covid-19 pandemic crisis caused widespread financial system stress. As a result, several economies plunged into a severe macro recession. From the Russia-Ukraine war in Eastern Europe to the conflicts between Israel and Iran, Lebanon, Hamas, and the Palestinians in the Middle East, these rare geopolitical events led to the largest, most pervasive, and most persistent inflationary outbreak in half a century. On both sides of the Atlantic Ocean, several banks experienced credit constraints, strains, and failures due to short-term severe shortages of liquid assets.

Many central banks have risen to this challenge. Their forceful responses to macro financial stress helped stabilized the global financial system with new quantitative-easing (QE) large-scale asset purchases, negative interest rates, macro-prudential stress tests, less lenient and more rigorous Basel liquidity and capital requirements, and additional leverage limits and deposit insurance rules for banks, insurers, and other non-bank financial institutions. In due course, these macro-financial policies helped constrain collateral damage to the global real economy. In response to the recent interest rate hikes, inflation continued to return to the broader target range of 1% to 3%, or the baseline 2% target, in rich countries and global capital markets. In these recent years, global supply chains and labor markets turned out to be both robust and resilient as the real economy navigated through rare geopolitical events, wars, conflicts, bank failures, and rampant Covid infections.

These recent extraordinary events have left a deep imprint on the modern conduct of monetary policy worldwide. Even before the Covid pandemic crisis of 2020-2022, nominal monetary policy interest rates had reached historical troughs near the zero lower bound. In some parts of the world, especially Europe and Japan, the interest rates hovered in the negative territory. In some rich countries, central bank balance sheets have expanded to historical peaks. In recent years, public debt remains on a worrisome trajectory worldwide. Many governments continue to feel fiscal strains on different aspects of their respective budgets. In light of non-market forces such as climate change, policy uncertainty, deglobalization, longer longevity, and green energy transformation, several structural forces continue to further complicate the modern conduct of monetary policy worldwide.

We broadly classify the modern conduct of monetary policy worldwide into 2 major phases: (1) the Global Financial Crisis of 2008-2009 and its aftermath, and (2) the global pandemic outbreak of Covid-19 and its subsequent market consequences. These rare disasters dramatically reshaped monetary policy responses around the world. In effect, the Global Financial Crisis marked the end of the Great Moderation, the decades-long period of remarkable macroeconomic stability with lower inflation and relatively high and stable output growth in many parts and regions of the world. Under the calm surface of low inflation and steady output growth, however, macro-financial market vulnerabilities continued to build up in core residential real estate and mortgage credit markets. At the same time, private credit expansion continued through the major asset price booms. Low interest rates reinforced this pervasive private credit expansion, as many central banks chose to ease the monetary policy stance in response to the American dotcom stock market crash and the September 11 terrorist attack in 2001. After the unsustainable credit expansion and asset price boom worldwide, the Global Financial Crisis of 2008-2009 plunged many markets into the deepest recession since the Great Depression of the 1930s. Specifically, the American investment bank, Lehman Brothers filed for bankruptcy in September 2008. Some other banks, AIG and Bear Stearns, experienced financial difficulties too. Many financial institutions teetered on the verge of insolvency, vast segments of money markets froze, and global asset prices plummeted as a result.

Key central banks responded forcefully to the Global Financial Crisis of 2008-2009. Many central banks reduced monetary policy interest rates aggressively to the zero lower bound. Also, these central banks expanded their balance sheets significantly through large-scale asset purchases to provide liquidity support to banks, insurers, and other non-bank financial institutions worldwide. In the early phase of the Global Financial Crisis, these central banks played their respective roles of lenders of last resort. In this capacity, these central banks drew on government solvency support. As a result, the initial expansion of central bank balance sheets took the main form of government loans to financial institutions. Some central banks further continued their QE large-scale asset purchases to ease macro-financial stress conditions. As a consequence, their balance sheets expanded further with long-term government bonds and mortgage securities. In effect, these near-term QE efforts leveraged the extant bank reserves, capital requirements, and liquidity buffers.

In the next few years from 2010 to 2018, we saw a shallow economic recovery and persistent inflation shortfalls from the respective target ranges worldwide. Several central banks faced fresh concerns about deflation. These central banks engaged in forceful coordination to ease monetary conditions in the major rich countries. In effect, these central banks chose to build on the same QE monetary policy toolkit that they had deployed to contain the Global Financial Crisis. These central banks sought to ease financial stress conditions well beyond the short-term interest rates. Specifically, central banks substantially reduced their respective policy rates to the zero lower bound. In the special cases of European Union and Japan, their central banks further reduced their respective policy rates into negative territory. Several central banks resorted to forward guidance to signal the medium-term commitment to keeping lower interest rates for longer. With widespread fiscal-monetary policy coordination, central banks further expanded their QE large-scale asset purchases. In turn, these QE asset purchases sometimes included private-sector assets such as corporate bonds and stock market ETFs.

In the subsequent years from late-2019 to mid-2023, the Covid-19 pandemic crisis abruptly ended an incipient monetary policy normalization worldwide. As the global economy hit hibernation to forestall a public health catastrophe, a deep economic contraction put global macro-financial stability at risk again. In response to the new corona virus crisis, central banks reduced short-term interest rates substantially to the zero lower bound and then launched new balance sheet measures. This time was no different. Central banks combined emergency liquidity injections with bank-specific subsidies in the form of QE bond purchases. In light of these QE measures, central bank balance sheets surged to new historical highs.

Central banks substantially expanded their respective balance sheets through QE large-scale asset purchases in the 15-year episode from 2008 to 2023. Specifically, the American Federal Reserve System substantially boosted the size of its balance sheet to more than $8 trillion. Also, the European Central Bank raised its QE asset purchases to more than $6 trillion. In addition, the Bank of Japan increased its own balance sheet to more than $4 trillion over the same time frame, while the Bank of England expanded its own balance sheet to almost $1 trillion. As rare geopolitical events and other rare disasters happen more often, we believe central banks tend to include QE large-scale asset purchases as part of their respective conventional monetary policy toolkits in the next few decades.

As the global economy gradually recovered from the Covid pandemic crisis, central banks faced new inflationary pressures worldwide. Inflation was almost always and everywhere a monetary phenomenon. In many countries, inflation rose to double-digits. Global supply chains had failed to respond elastically to new fiscal-monetary coordination worldwide in response to the Covid pandemic crisis. Although the real economy eventually recovered from the public health crisis, this recovery led to the rotation of macro demand from services to goods. As a result, this rotation caused steep commodity price hikes in the subsequent Russian invasion of Ukraine. The Russia-Ukraine war further fueled the inflationary price hikes, especially for oil and natural gas resources in Eastern Europe.

In response to new inflationary price pressures, many central banks raised short-term interest rates in both real and nominal terms. After these serious interest rate hikes, several central banks began to dramatically shrink their respective balance sheets via quantitative tightening (QT) large-scale asset sales. Through such near-term macro episodes, these central banks had to cope with fast and furious swings in capital flows and exchange rates from the recent economic developments in the Russia-Ukraine war in Eastern Europe and the relentless conflicts between Israel and Iran, Lebanon, Hamas, and the Palestinians in the Middle East. In recent years, inflation gradually declined toward the 2% target or the broader target range of 1% to 3%. In the vast majority of small open economies, central banks weathered fresh inflationary challenges by relying on broad monetary policy frameworks, rules, and principles. The extant monetary policy frameworks, rules, and principles combined some simple single inflation targets, or broader inflation target ranges, with flexible foreign exchange intervention, macro-financial market stabilization for climate risk management, and active macro-prudential credit control for better residential real estate affordability worldwide.

American exceptionalism often turns out to be the heuristic rule of thumb for better economic growth, low and stable inflation, full employment, and macro-financial stability.

Podcast: https://bit.ly/4iuWuJ9

Article: https://ayafintech.network/blog/american-exceptionalism-turns-out-to-be-the-heuristic-rule-of-thumb-for-better-economic-growth-low-stable-inflation-full-employment-macro-financial-stability/

In the broader modern monetary policy context, central banks learn to weigh the trade-offs between output and inflation expectations and macro-financial stress conditions.

Podcast: https://bit.ly/42SwrXG

Article: https://ayafintech.network/blog/central-banks-weigh-the-monetary-policy-trade-offs-between-output-inflation-and-macro-financial-stress-conditions/

Today, tech titans, billionaires, serial entrepreneurs, and venture capitalists continue to reshape and even disrupt global pharmaceutical investments for both better healthspan and longer lifespan.

Podcast: https://bit.ly/41KDNLp

Article: https://ayafintech.network/blog/today-tech-titans-reshape-global-pharmaceutical-investments-for-both-better-healthspan-and-longer-lifespan/

Artificial intelligence continues to reshape the current global market for better biotech advances, medical innovations, and healthcare services.

Podcast: https://bit.ly/4hBVimM

The global market for GLP-1 anti-obesity weight-loss treatments now grows substantially to benefit more than 1 billion people worldwide by 2030.

Podcast: https://bit.ly/4bz6vmI

Article: https://ayafintech.network/blog/the-global-market-for-GLP-1-weight-loss-medications-grows-substantially-to-benefit-1-billion-people-worldwide-by-2030/

Is higher stock market concentration good or bad for Corporate America?

Podcast: https://bit.ly/3F1fpgN

Article: https://ayafintech.network/blog/is-higher-stock-market-concentration-good-or-bad-for-corporate-america/

Geopolitical alignment often reshapes and reinforces asset market fragmentation in the broader context of financial deglobalization.

Podcast: https://bit.ly/3ZpGMcD

Article: https://ayafintech.network/blog/geopolitical-alignment-often-reshapes-and-reinforces-asset-market-fragmentation-in-the-broader-context-of-financial-deglobalization/

Podcast: https://bit.ly/47pDk3z

The new homeland industrial policy stance tilts toward greater global resilience across the major high-tech supply chains worldwide.

Podcast: https://bit.ly/3B6xY12

Article: https://ayafintech.network/blog/the-current-homeland-industrial-policy-stance-worldwide-seeks-to-embed-the-new-notion-of-global-resilience-into-economic-statecraft/

China poses new threats to the U.S. and its western allies.

Podcast: https://bit.ly/3XGWrD1

Article: https://ayafintech.network/blog/china-poses-new-economic-technological-and-military-threats-to-the-us-and-western-allies/

How can generative AI tools and LLMs help enhance human productivity?

Podcast: https://bit.ly/4elAFKv

Article: https://ayafintech.network/blog/generative-artificial-intelligence-uses-large-language-models-and-content-generation-tools-to-enhance-human-productivity/

What are the macrofinancial ripple effects of central bank digital currency (CBDC) design, issuance, and broad user adoption?

Podcast: https://bit.ly/3XNMwM8

Article: https://ayafintech.network/blog/central-banks-should-shape-cbdc-design-features-and-functions-to-reduce-any-adverse-impact-on-bank-intermediation/

Both BYD and Tesla have become serious global manufacturers of electric vehicles (EV) worldwide.

Podcast: https://bit.ly/3BgL0sL

Article: https://ayafintech.network/blog/mainstream-technological-advances-in-the-global-auto-industry/

Central banks learn to weigh the monetary policy trade-offs between output and inflation expectations and macro-financial stress conditions. - Blog - AYA fintech network platform provides proprietary alpha stock signals and personal finance tools for stock market investors.

This report delves into the key lessons from recent monetary policy framework reviews worldwide, esp...

https://ayafintech.network/blog/central-banks-weigh-the-monetary-policy-trade-offs-between-output-inflation-and-macro-financial-stress-conditions/

Comment

Becky Berkman

2025-05-30 08:56:52

Bullish

Quantitative fundamental analysis

Our new podcast deep-dives into whether increasingly higher stock market concentration is good or bad for Corporate America, institutional investors, and retail stock market investors worldwide. We pay particular attention the key economic policy implications of American exceptionalism.

$META $AAPL $MSFT $GOOG $GOOGL $AMZN $NVDA $TSLA $AMD $ARM $ORCL $CSCO $IBM $TSM

$BABA $BIDU $TME $NIO $RIVN $XPEV $JD $PDD $KKR $IQ $BILI $NFLX $DIS $WRB $PARA $IONQ

$WMT $TGT $COST $CVX $HD $PD $HPE $SNOW $CRWD $NET $AEO $AMC $BRK.A $BRK.B $AXP

#size #value #momentum #profitability #assetgrowth #marketrisk #revenuegrowth #returnvariance #industry

#dividendyield #residualvariance #shortreversal #longreversal #fibonacci #murphyrank #bollinger #sma #ema

The original blog article is available on our AYA fintech network platform. https://ayafintech.network/blog/is-higher-stock-market-concentration-good-or-bad-for-corporate-america/

This fun podcast is about 10 minutes long (with smart AI podcast generation from Google NotebookLM). https://bit.ly/3F1fpgN

In recent years, S&P 500 stock market returns exhibit spectacular concentration in the top tech titans Meta ($META), Apple ($AAPL), Microsoft ($MSFT), Google ($GOOG), Amazon ($AMZN), Nvidia ($NVDA), and Tesla ($TSLA), also known as MAMGANT or Magnificent 7. In the past years from January 2022 to December 2024, the Magnificent 7 delivered a hefty stock market return of 41% (versus only 17% for the other 493 stocks in the S&P 500 index). As of early-March 2025, the S&P 500 index shows substantial stock market concentration. Specifically, the top 10 stocks account for more than 35% of S&P 500 market capitalization. Historically, the top 10 stocks represented more than 20% of S&P 500 market capitalization over the past few decades. Further, the market capitalization of the largest stock relative to the top quartile stock now shows the highest level of stock market concentration since 1932. Although there has been no clear relationship between stock market concentration and near-term return performance, some economists and institutional investors express their concern about increasingly higher stock market concentration in NYSE and Nasdaq. Solid sales and profits in Corporate America can help substantially boost the S&P 500 index, perhaps from 6,000 points to 6,500 points, in the next few years. In this positive light, we can expect S&P 500 stocks, specifically the Magnificent 7 tech titans, to out-perform with a hefty 9% average return per annum in the next few years. Our fundamental analysis combines our proprietary alpha stock signals with ESG scores to lend credence to some of the tech titans in S&P 500 and more broadly Corporate America, especially the top tech titans with significant AI-driven technological advancements.

Stock market investors need not worry about higher market concentration in the longer term. American history shows that high stock market concentration usually leads to lower average returns ceteris paribus over longer investment horizons. When we add market concentration as a distinct variable to the long-run stock market return model, the model forecasts average S&P 500 annual returns of 3%-5% in each decade. Although this subpar return performance falls short of the historical average return of 11% for S&P 500, this drag on long-run returns arises from the greater volatility of tech titan stock returns. In recent times, the current higher stock market valuations of the Magnificent 7 tech titans now appear to embed greater growth expectations in relation to the recent AI-led stock market rally. From Apple ($AAPL), Amazon ($AMZN), and Microsoft ($MSFT) to Meta ($META) and Google ($GOOG), these tech titans rely upon the steady flows of high-end semiconductor microchips, graphical processing units (GPU), and several other quantum advances to make iterative continuous improvements for their Generative AI large language models (Gen AI LLM). As of mid-March 2025, we believe the current Gen AI LLM bellwethers include: Google Gemini, Meta Llama, Microsoft-OpenAI ChatGPT, Anthropic Claude, Perplexity, Alibaba Qwen, DeepSeek, Amazon Nova, Mistral, and Twitter xAI Grok.

After all, stock market concentration per se should not be a major concern for U.S. investors. This concentration often turns out to be a mainstream mechanical result of winner-takes-all sales and profits in AI-driven markets such as Internet search, text, voice, vision, video, and some smart combinations of these common forms of content generation. Specifically, stock market concentration need not heighten the 2 key types of stock market risks: fundamental risks and disequilibrium risks. The former relate to unlikely structural declines in fundamental sales and profits for S&P 500 tech titans, and the latter relate to short-term deviations from fair market values. Although some of the S&P 500 tech stocks seem to reach a new steady state of stock market over-valuation, we believe the vast majority of S&P 500 tech titans can benefit substantially from the broader AI stock market rally to explore new niche markets for both institutional investors and retail investors. In a positive light, stock market concentration need not be a major concern for U.S. investors in a fundamental view. However, we believe U.S. investors should refrain from placing big bets on the recent extreme winners, because their substantially higher market valuations may or may not justify their fundamental forces in the broader context of medium-term competitive threats. At least some of the recent AI-driven winners cannot sustain their greater growth expectations and longer-term competitive advantages. It takes time for U.S. investors to better assess whether each of these AI-driven winners passes the baseline proof of concept for the optimal product-market fit.

Over the past 60 years, no more than 3% of S&P 500 companies were able to sustain 20%+ sales growth for 10 consecutive years. We can back up this empirical result with Jim Collins’s seminal research on what makes great companies tick in his strategic management books: Built to Last, Good to Great, Great by Choice, and Beyond Entrepreneurship 2.0. Therefore, it is hard for the recent AI-driven tech winners to sustain their stock market outperformance in the long run. For at least some of these recent growth stocks, the probable mean reversion of returns can result in future under-performance, especially when their future fundamental sales and profits dwindle, dry up, and then fail to allow these recent winners to dominate in the respective AI-driven markets and adjacent niche segments.

The U.S. regulators should step in when the AI-driven tech titans use their market power to stave off both their rivals and competitors with higher product prices. To the extent that stock market concentration may stifle subsequent disruptive innovations, the Securities Exchange Commission (SEC), Federal Trade Commission (FTC), and Department of Justice (DoJ) etc should introduce new antitrust rules and regulations to make American tech titans face fierce competitive pressure with no clear dominance in any particular AI-driven market. The classic examples include: Apple App Store and Google Play in the mobile software market; Amazon e-commerce in the retail market for consumer goods; Nvidia GPUs, microchips, and several other hardware advances in the semiconductor industry; and Tesla in the global market for electric vehicles (EV) and autonomous robotaxis (AR).

This current high stock market concentration serves as one of the mainstream reasons for U.S. investors to further diversify exposures across asset classes, regions, and strategies. The historically optimal portfolio mix of 60% stocks and 40% bonds remains empirically valid, relevant, profitable, and reasonable in a fundamental view. In light of the still-solid sales and profits in the AI-driven sections of Corporate America, we believe the optimal portfolio combo of 60% stocks and 40% bonds continues to serve as the mainstream economic engine for the global asset management industry, specifically BlackRock, State Street, and Vanguard. U.S. investors need to revisit their optimal choices of AI-driven stocks with new fundamental competitive moats, substantial safety margins, positive network effects, cost economies, and information cascades.

American exceptionalism often turns out to be the heuristic rule of thumb for better economic growth, low and stable inflation, full employment, and macro-financial stability.

Podcast: https://bit.ly/4iuWuJ9

Article: https://ayafintech.network/blog/american-exceptionalism-turns-out-to-be-the-heuristic-rule-of-thumb-for-better-economic-growth-low-stable-inflation-full-employment-macro-financial-stability/

In the broader modern monetary policy context, central banks learn to weigh the trade-offs between output and inflation expectations and macro-financial stress conditions.

Podcast: https://bit.ly/42SwrXG

Article: https://ayafintech.network/blog/central-banks-weigh-the-monetary-policy-trade-offs-between-output-inflation-and-macro-financial-stress-conditions/

Today, tech titans, billionaires, serial entrepreneurs, and venture capitalists continue to reshape and even disrupt global pharmaceutical investments for both better healthspan and longer lifespan.

Podcast: https://bit.ly/41KDNLp

Article: https://ayafintech.network/blog/today-tech-titans-reshape-global-pharmaceutical-investments-for-both-better-healthspan-and-longer-lifespan/

Artificial intelligence continues to reshape the current global market for better biotech advances, medical innovations, and healthcare services.

Podcast: https://bit.ly/4hBVimM

The global market for GLP-1 anti-obesity weight-loss treatments now grows substantially to benefit more than 1 billion people worldwide by 2030.

Podcast: https://bit.ly/4bz6vmI

Article: https://ayafintech.network/blog/the-global-market-for-GLP-1-weight-loss-medications-grows-substantially-to-benefit-1-billion-people-worldwide-by-2030/

Is higher stock market concentration good or bad for Corporate America?

Podcast: https://bit.ly/3F1fpgN

Article: https://ayafintech.network/blog/is-higher-stock-market-concentration-good-or-bad-for-corporate-america/

Geopolitical alignment often reshapes and reinforces asset market fragmentation in the broader context of financial deglobalization.

Podcast: https://bit.ly/3ZpGMcD

Article: https://ayafintech.network/blog/geopolitical-alignment-often-reshapes-and-reinforces-asset-market-fragmentation-in-the-broader-context-of-financial-deglobalization/

Podcast: https://bit.ly/47pDk3z

The new homeland industrial policy stance tilts toward greater global resilience across the major high-tech supply chains worldwide.

Podcast: https://bit.ly/3B6xY12

Article: https://ayafintech.network/blog/the-current-homeland-industrial-policy-stance-worldwide-seeks-to-embed-the-new-notion-of-global-resilience-into-economic-statecraft/

China poses new threats to the U.S. and its western allies.

Podcast: https://bit.ly/3XGWrD1

Article: https://ayafintech.network/blog/china-poses-new-economic-technological-and-military-threats-to-the-us-and-western-allies/

How can generative AI tools and LLMs help enhance human productivity?

Podcast: https://bit.ly/4elAFKv

Article: https://ayafintech.network/blog/generative-artificial-intelligence-uses-large-language-models-and-content-generation-tools-to-enhance-human-productivity/

What are the macrofinancial ripple effects of central bank digital currency (CBDC) design, issuance, and broad user adoption?

Podcast: https://bit.ly/3XNMwM8

Article: https://ayafintech.network/blog/central-banks-should-shape-cbdc-design-features-and-functions-to-reduce-any-adverse-impact-on-bank-intermediation/

Both BYD and Tesla have become serious global manufacturers of electric vehicles (EV) worldwide.

Podcast: https://bit.ly/3BgL0sL

Article: https://ayafintech.network/blog/mainstream-technological-advances-in-the-global-auto-industry/

Is higher stock market concentration good or bad for Corporate America? - Blog - AYA fintech network platform provides proprietary alpha stock signals and personal finance tools for stock market investors.

This article delves into the pros and cons of increasingly higher stock market concentration in Amer...

https://ayafintech.network/blog/is-higher-stock-market-concentration-good-or-bad-for-corporate-america/

Comment

Rose Prince

2025-05-28 03:22:31

Bullish

Quantitative fundamental analysis

Our new podcast deep-dives into how both BYD and Tesla have become serious global manufacturers of electric vehicles (EV) worldwide. In this podcast, we describe, discuss, and delve into the mainstream technological advancements, specifically electric vehicles (EV) and autonomous robotaxis (AR), in the global market for automobiles. Geopolitical tensions between China and America further complicate the economic policy carrots and sticks in support of further developments in electric vehicles (EV).

$TSLA $NIO $RIVN $XPEV $SAIC $IONQ $NVDA $TSM $AMD $ARM $INTC $ORCL $CSCO $IBM $ZIM

$BABA $BIDU $TME $BILI $JD $PDD $IQ $NFLX $WRB $AAPL $META $GOOG $GOOGL $MSFT $AMZN

$BRK.A $BRK.B $KKR $QBTS $QUBT $RGTI $WMT $TGT $HD $PG $COST $CSX $HPE $NET $CRWD

#size #value #momentum #profitability #assetgrowth #marketrisk #revenuegrowth #returnvariance #industry

#dividendyield #residualvariance #fibonacci #murphyrank #bollinger #shortreversal #longreversal #accrual

The original blog article is available on our AYA fintech network platform. https://ayafintech.network/blog/mainstream-technological-advances-in-the-global-auto-industry/

This fun podcast is about 10 minutes long (with smart AI podcast generation from Google NotebookLM). https://bit.ly/3BgL0sL

Both BYD and Tesla have now become serious electric vehicle (EV) makers. Their recent emergence reflects technological upheaval in the global auto industry. The fundamental shift is electrification. Although a few carmakers still apply hydrogen fossil-fuel cells, lithium-ion batteries have become the mainstream technology for EVs worldwide. Today, China accounts for more than 6 million sales of new-energy vehicles (NEVs) and plug-in-hybrid electric vehicles (PHEVs). The top Chinese EV maker, BYD, has already surpassed Tesla in selling more than 3 million EVs with $43 billion in net revenue in the fiscal year 2023. In the same year, Tesla sold 1.8 million EVs by comparison. In terms of new-energy resources and batteries, BYD and Tesla are way ahead of all other major EV producers worldwide: Volkswagen (994,000 EVs), Geely-Volvo (925,000 EVs), SAIC (791,000 EVs), BMW (598,000 EVs), Stellantis (550,000 EVs), Hyundai-Kia (490,000 EVs), as well as the smaller EV producers GM, Mercedes-Benz, and the Renault-Nissan-Mitsubishi strategic alliance.

The relative simplicity of both batteries and electric motors helps break down many barriers to entry into the global auto industry. From Fisker, Lordstown, Lucid, and Rivian in the U.S. to Li Auto, Nio, and Xpeng in China, these regional startups are now following the lead of both BYD and Tesla. Electrification has given a leg-up to the well-known carmakers in America, China, Germany, Japan, and South Korea. Outside Britain and North America, the vast majority of new EV trailblazers rely on government support and special access to regional car markets. China specifically encourages the extant state enterprises and private companies to build a domestic EV industry in order to sidestep petrol power.

Across a wide range of reasonable scenarios, McKinsey estimates that the annual global production of modern vehicles is likely to increase from 62 million to 70-95 million by 2035. Legacy carmakers face a brand-new challenge from Chinese EV producers as these newcomers retain competitive advantages over massive land, population, and technology for cleaner energy and safer navigation. In future cars, the experience of driving EVs (NEVs, PHEVs, and so on) differentiates auto brands worldwide. Instead of hardware, software now defines and determines the quality of modern super-computers on wheels. The EVs provide ever more features and functions such as infotainment, ambient design, and voice control. In addition, the over-the-air software updates help improve all of these features and functions on an ongoing basis after each EV has left the factory. Thus far, BYD, Nio, and Xpeng have beaten Tesla to provide AI-driven karaoke microphones in their EVs. In China, young adults expect and even demand that their EVs offer a smart and seamless extension of their digital lifestyles. This trend sets a new course for the modern EV transformation worldwide.

Geopolitical tensions between China and the U.S. may complicate the current EV transformation. In its own pragmatic view, the U.S. government launches unilateral tariffs on Chinese EVs, restrictions on EV tech transfers and investments, greater subsidies for home-grown EV production, and shorter supply chains of EVs across North America. These U.S. industrial policy instruments all threaten to slow down, halt, or even reverse the globalization of modern EV design and production around the world. Nowadays most carmakers face this new challenge to adapt to the faster pace of the modern EV. Not all legacy carmakers are likely to survive this modern EV transformation worldwide.

American exceptionalism often turns out to be the heuristic rule of thumb for better economic growth, low and stable inflation, full employment, and macro-financial stability.

Podcast: https://bit.ly/4iuWuJ9

Article: https://ayafintech.network/blog/american-exceptionalism-turns-out-to-be-the-heuristic-rule-of-thumb-for-better-economic-growth-low-stable-inflation-full-employment-macro-financial-stability/

In the broader modern monetary policy context, central banks learn to weigh the trade-offs between output and inflation expectations and macro-financial stress conditions.

Podcast: https://bit.ly/42SwrXG

Article: https://ayafintech.network/blog/central-banks-weigh-the-monetary-policy-trade-offs-between-output-inflation-and-macro-financial-stress-conditions/

Today, tech titans, billionaires, serial entrepreneurs, and venture capitalists continue to reshape and even disrupt global pharmaceutical investments for both better healthspan and longer lifespan.

Podcast: https://bit.ly/41KDNLp

Article: https://ayafintech.network/blog/today-tech-titans-reshape-global-pharmaceutical-investments-for-both-better-healthspan-and-longer-lifespan/

Artificial intelligence continues to reshape the current global market for better biotech advances, medical innovations, and healthcare services.

Podcast: https://bit.ly/4hBVimM

The global market for GLP-1 anti-obesity weight-loss treatments now grows substantially to benefit more than 1 billion people worldwide by 2030.

Podcast: https://bit.ly/4bz6vmI

Article: https://ayafintech.network/blog/the-global-market-for-GLP-1-weight-loss-medications-grows-substantially-to-benefit-1-billion-people-worldwide-by-2030/

Is higher stock market concentration good or bad for Corporate America?

Podcast: https://bit.ly/3F1fpgN

Article: https://ayafintech.network/blog/is-higher-stock-market-concentration-good-or-bad-for-corporate-america/

Geopolitical alignment often reshapes and reinforces asset market fragmentation in the broader context of financial deglobalization.

Podcast: https://bit.ly/3ZpGMcD

Article: https://ayafintech.network/blog/geopolitical-alignment-often-reshapes-and-reinforces-asset-market-fragmentation-in-the-broader-context-of-financial-deglobalization/

Podcast: https://bit.ly/47pDk3z

The new homeland industrial policy stance tilts toward greater global resilience across the major high-tech supply chains worldwide.

Podcast: https://bit.ly/3B6xY12

Article: https://ayafintech.network/blog/the-current-homeland-industrial-policy-stance-worldwide-seeks-to-embed-the-new-notion-of-global-resilience-into-economic-statecraft/

China poses new threats to the U.S. and its western allies.

Podcast: https://bit.ly/3XGWrD1

Article: https://ayafintech.network/blog/china-poses-new-economic-technological-and-military-threats-to-the-us-and-western-allies/

How can generative AI tools and LLMs help enhance human productivity?

Podcast: https://bit.ly/4elAFKv

Article: https://ayafintech.network/blog/generative-artificial-intelligence-uses-large-language-models-and-content-generation-tools-to-enhance-human-productivity/

What are the macrofinancial ripple effects of central bank digital currency (CBDC) design, issuance, and broad user adoption?

Podcast: https://bit.ly/3XNMwM8

Article: https://ayafintech.network/blog/central-banks-should-shape-cbdc-design-features-and-functions-to-reduce-any-adverse-impact-on-bank-intermediation/

Both BYD and Tesla have become serious global manufacturers of electric vehicles (EV) worldwide.

Podcast: https://bit.ly/3BgL0sL

Article: https://ayafintech.network/blog/mainstream-technological-advances-in-the-global-auto-industry/

What are the mainstream technological advances in the global auto industry? - Blog - AYA fintech network platform provides proprietary alpha stock signals and personal finance tools for stock market investors.

This report discusses the mainstream technological advances, especially electric vehicle (EV) softwa...

https://ayafintech.network/blog/mainstream-technological-advances-in-the-global-auto-industry/

Comment

Charlene Vos

2025-05-21 03:39:45

Bullish

Quantitative fundamental analysis

Our new podcast deep-dives into how generative AI tools, robots, avatars, and large language models (LLM) help substantially enhance human productivity. Today, the mainstream LLMs include OpenAI ChatGPT, Google Gemini and NotebookLM, Microsoft Copilot, Anthropic Claude, Alibaba Qwen, DeepSeek, Meta Llama, Amazon Alexa and Nova, Twitter xAI Grok, and Perplexity.

$META $MSFT $GOOG $GOOGL $AAPL $AMZN $BABA $BIDU $TME $KKR $IQ $BILI $JD $PDD $IONQ

$NVDA $AMD $INTC $ARM $CSCO $ORCL $T $TMUS $VZ $TSLA $NIO $RIVN $NET $CRWD $IBM $TSM

$SNPS $RACE $ZIM $MRK $AMGN $JNJ $BMY $LLY $NVO $GSK $COST $HPE $HD $PG $WMT $TGT

#size #value #momentum #profitability #assetgrowth #marketrisk #revenuegrowth #dividendyield #industry

#issuance #accrual #returnvariance #residualvariance #fibonacci #murphyrank #bollinger #sma #ema #macd

The original blog article is available on our AYA fintech network platform. https://ayafintech.network/blog/generative-artificial-intelligence-uses-large-language-models-and-content-generation-tools-to-enhance-human-productivity/

This fun podcast is about 10 minutes long (with smart AI podcast generation from Google NotebookLM). https://bit.ly/4elAFKv

The top generative artificial intelligence (Gen AI) tools include OpenAI ChatGPT, Google Gemini and NotebookLM, Microsoft Copilot, Meta Llama, Amazon Alexa and Nova, Anthropic Claude, Twitter xAI Grok, Perplexity, Alababa Qwen, DeepSeek, Mistral, Midjourney, Synthesia, Jasper, and so forth. These Gen AI search engines apply large language models (LLM) and content generation tools to help enhance human lives with significantly greater productivity. Productivity gains often manifest in the common forms of AI-driven scripts, articles, images, podcasts, films, movies, and many other online contents. Gen AI avatars help translate text, imagery, and sound recognition into interpretable contents within only seconds. This recent Gen AI hype transforms and even revolutionizes the current high-tech stock market rally. Since the successful launch of OpenAI’s ChatGPT back in November 2022, these Gen AI virtual assistants have grown significantly to leverage the high performance of AI semiconductor microchips from Nvidia, AMD, Micron, TSMC, Pegatron, and many of their trade partners. In recent quarters, stock market investors revive their current interest in this modern Gen AI technology worldwide.

Foundational LLMs and Gen AI virtual tools, assistants, and avatars substantially enhance the high-skill process of online content generation. As a result, the stocks of Gen AI companies have had more than double-digit improvements in their stock market valuation, top-line sales revenue growth, and bottom-line profitability. Gen AI technology can help create new content generation in the form of text, imagery, video, audio, and code through natural language communication, rather than code snippets and arcane programming languages. These key transformative features distinguish the current Gen AI technology from the vast majority of its predecessors. We can view this Gen AI technology as the third generation of AI software research. Earlier iterations of AI technology either required computer scientists and software engineers to write deterministic code programs to perform specific tasks (Software 1.0), or required these specialists to statistically train complex neural networks on big data for specific tasks and predictions (Software 2.0). With Software 3.0 today, the foundational models leverage out-of-the-box capabilities to enhance their niche businesses with natural language reasons, explanations, and knowledge spillovers worldwide. These Gen AI base models help substantially transform both the logical and reasonable content generation through open-source application programming interfaces (API) without any laborious collection of big data.

This Gen AI transformation has begun to translate into a new economic reality. In some cases, developer productivity gains amount to double-digit percentages (at least 15% to 20% per annum) via Gen AI technology. This Gen AI technology can further enhance human-robot interactions and several other adjacent applications, especially in traditional service markets such as law, finance, medicine, illustration, as well as audio, voice, and video generation with smart data analytics. Many stock market investors regard this Gen AI technology as a major platform shift across all aspects of both the consumer and enterprise experiences.

This Gen AI transformation can cause new profound ripple effects, macroeconomic consequences, and policy implications. Recent empirical studies show that Gen AI usage can help boost U.S. annual labor productivity growth by 1.5-2.5 percentage points over the current decade. In the U.S. and many other rich economies, AI can eventually help raise annual global GDP by 7% to 15%. This global productivity lift can turn a relatively narrow AI-led U.S. stock market rally into a much broader one over the longer run. Specifically, S&P 500 stocks have already experienced 9% to 25% increases in fair asset market valuation in recent years, especially in the post-pandemic period. This Gen AI stock market trend turns out to be the new friend for many institutional investors worldwide.

However, the neural networks of these Gen AI tools differ from the neural networks of human brains. Gen AI machines can indeed perform reflexive statistical analysis, but these machines have virtually little capacity for human-like logical deliberations and reasons. Although these Gen AI machines learn and recognize patterns in text, imagery, audio, and video etc, the vast majority of machine-learning algorithms still revolve around the deep statistics of both words and proper responses to prompts. Specifically, these machine-learning algorithms cannot function like human brains to completely understand abstract concepts, such as the broad business judgment rule in law, dynamic equilibrium fair market valuation in finance, and the dopamine hypothesis in medicine. As a result, there is no internal model for these AI machine-learning algorithms to understand the world around them. One day the human race may achieve artificial general intelligence (AGI), but we are still far from AGI today. No finite dollar amount of stock market investment can change this current reality. When push comes to shove, stock market investors would need to make prudent investment decisions in support of better stock portfolio profitability, resilience, and diversification.

In terms of stock market valuation, the current AI stock market rally is pretty much like the past innovation booms. During the past innovation-led productivity booms, such as the widespread adoption of electricity from 1919 to 1929 and PCs and the Internet from 1996 to 2005, sharp and steady increases in stock market prices and returns turn into asset bubbles over the medium. These asset bubbles eventually burst in due course. In response to the widespread adoption of electricity, the Great Depression ensued in the 1930s. In response to the dotcom bubble, the subprime mortgage crisis and Global Financial Crisis arose in 2008-2009. Although the rising tide seems to lift all boats in the AI-led high-tech sector, the current AI stock market rally would eventually experience a more reasonable correction in due course.

In the meantime, the vast majority of Gen AI stocks continue to trade at reasonably attractive P/E and P/B multiples. It can be quite reasonable for many tech titans to drive the current powerful AI stock market rally. In light of this positive platform shift, the current AI stock market rally may or may not be a fundamentally shallow hype cycle. To the extent that many tech titans continue to apply AI foundational models for business purposes, the picks-and-shovels businesses are likely to benefit from this continuation. For AI, these fundamental picks-and-shovels businesses include semiconductor microchip manufacturers (Nvidia, AMD, TSMC, Micron, Intel, and so on), cloud computing hyperscalers (Amazon, Google, Microsoft, IonQ, Alibaba, and Tencent), and online infrastructure companies (Cisco, Oracle, AT&T, T-Mobile, and Verizon).

American exceptionalism often turns out to be the heuristic rule of thumb for better economic growth, low and stable inflation, full employment, and macro-financial stability.

Podcast: https://bit.ly/4iuWuJ9

Article: https://ayafintech.network/blog/american-exceptionalism-turns-out-to-be-the-heuristic-rule-of-thumb-for-better-economic-growth-low-stable-inflation-full-employment-macro-financial-stability/

In the broader modern monetary policy context, central banks learn to weigh the trade-offs between output and inflation expectations and macro-financial stress conditions.

Podcast: https://bit.ly/42SwrXG

Article: https://ayafintech.network/blog/central-banks-weigh-the-monetary-policy-trade-offs-between-output-inflation-and-macro-financial-stress-conditions/

Today, tech titans, billionaires, serial entrepreneurs, and venture capitalists continue to reshape and even disrupt global pharmaceutical investments for both better healthspan and longer lifespan.

Podcast: https://bit.ly/41KDNLp

Article: https://ayafintech.network/blog/today-tech-titans-reshape-global-pharmaceutical-investments-for-both-better-healthspan-and-longer-lifespan/

Artificial intelligence continues to reshape the current global market for better biotech advances, medical innovations, and healthcare services.

Podcast: https://bit.ly/4hBVimM

The global market for GLP-1 anti-obesity weight-loss treatments now grows substantially to benefit more than 1 billion people worldwide by 2030.

Podcast: https://bit.ly/4bz6vmI

Article: https://ayafintech.network/blog/the-global-market-for-GLP-1-weight-loss-medications-grows-substantially-to-benefit-1-billion-people-worldwide-by-2030/

Is higher stock market concentration good or bad for Corporate America?

Podcast: https://bit.ly/3F1fpgN

Article: https://ayafintech.network/blog/is-higher-stock-market-concentration-good-or-bad-for-corporate-america/

Geopolitical alignment often reshapes and reinforces asset market fragmentation in the broader context of financial deglobalization.

Podcast: https://bit.ly/3ZpGMcD

Article: https://ayafintech.network/blog/geopolitical-alignment-often-reshapes-and-reinforces-asset-market-fragmentation-in-the-broader-context-of-financial-deglobalization/

Podcast: https://bit.ly/47pDk3z

The new homeland industrial policy stance tilts toward greater global resilience across the major high-tech supply chains worldwide.

Podcast: https://bit.ly/3B6xY12

Article: https://ayafintech.network/blog/the-current-homeland-industrial-policy-stance-worldwide-seeks-to-embed-the-new-notion-of-global-resilience-into-economic-statecraft/

China poses new threats to the U.S. and its western allies.

Podcast: https://bit.ly/3XGWrD1

Article: https://ayafintech.network/blog/china-poses-new-economic-technological-and-military-threats-to-the-us-and-western-allies/

How can generative AI tools and LLMs help enhance human productivity?

Podcast: https://bit.ly/4elAFKv

Article: https://ayafintech.network/blog/generative-artificial-intelligence-uses-large-language-models-and-content-generation-tools-to-enhance-human-productivity/

What are the macrofinancial ripple effects of central bank digital currency (CBDC) design, issuance, and broad user adoption?

Podcast: https://bit.ly/3XNMwM8

Article: https://ayafintech.network/blog/central-banks-should-shape-cbdc-design-features-and-functions-to-reduce-any-adverse-impact-on-bank-intermediation/

Both BYD and Tesla have become serious global manufacturers of electric vehicles (EV) worldwide.

Podcast: https://bit.ly/3BgL0sL

Article: https://ayafintech.network/blog/mainstream-technological-advances-in-the-global-auto-industry/

Generative artificial intelligence (Gen AI) uses large language models (LLM) to create online contents with better human productivity. - Blog - AYA fintech network platform provides proprietary alpha stock signals and personal finance tools for stock market investors.

We explain technological advances in Generative Artificial Intelligence (Gen AI).

https://ayafintech.network/blog/generative-artificial-intelligence-uses-large-language-models-and-content-generation-tools-to-enhance-human-productivity/

Comment

Apple Boston

2025-05-14 03:30:04

Bullish

Quantitative fundamental analysis

Our new podcast deep-dives into how today tech titans, billionaires, serial entrepreneurs, and venture capitalists continue to reshape and even disrupt global pharmaceutical investments for both better healthspan and longer lifespan.

$MRK $PFE $JNJ $BMY $GSK $NVO $LLY $BNT $MRNA $AZN $AMGN $IONQ $QUBT $QBTS $RGTI $C

$BAC $WFC $JPM $MS $GS $PNC $V $MA $AXP $PLTR $PYPL $ZIM $T $TMUS $VZ $CMCSA $WMT $HD

$PG $TGT $COST $IBM $ARM $ORCL $CSCO $SNPS $NET $CRWD $SNOW $AMC $AEO $TSM $NIO

#size #value #momentum #profitability #assetgrowth #marketrisk #revenuegrowth #returnvariance #industry

#residualvariance #dividendyield #accrual #issuance #fibonacci #murphyrank #bollinger #sma #ema #macd

The original blog article is available on our AYA fintech network platform. https://ayafintech.network/blog/today-tech-titans-reshape-global-pharmaceutical-investments-for-both-better-healthspan-and-longer-lifespan/

This fun podcast is about 10 minutes long (with smart AI podcast generation from Google NotebookLM). https://bit.ly/41KDNLp

We discuss, describe, and delve into the new medical sciences of longer longevity and their broader implications for stock market investments. In our modern human history since 1950, the average life expectancy worldwide has incrementally risen by 3 months to 5 months each year. The vast majority of men and women can now expect to live well beyond 70 years in many of the rich countries. This demographic mega trend reflects new medications, treatments, and therapies for many common diseases, disorders, symptoms, and other health conditions in association with old age. These diseases, disorders, and other health conditions include heart diseases, diabetes, Alzheimer’s and Parkinson’s diseases, sleep apnea and other disorders, peripheral arterial diseases, liver and kidney diseases, some sorts of cancers, non-alcoholic steato-hepatitis, knee osteoarthritis, and so forth. Many tech titans have invested heavily on high-efficacy medications, treatments, and therapies for these diseases, disorders, and other health conditions in support of both longer lifespan and substantial improvements in the health quality of life.

However, there are at least 2 major caveats. First, the increases in human lifespan are only incremental and so eventually confront the upper limit. Although the global number of centenarians continues to grow over time, this number seems to stretch its limit in due course. A recent Pew Research survey shows the new projection of more than 3.7 million centenarians worldwide by 2050, or almost 3 times as many centenarians per head of population as in 2015. Nonetheless, only one in 1,000 of these centenarians can live beyond 110 years, and almost no one can live beyond 120 years in modern human history. The maximum human age seems to rise at a much slower pace than the average human life expectancy does in recent decades. Second, the average healthspan, or the number of healthy vital years, may or may not keep pace with longer lifespan. For this reason, many tech titans have invested heavily in modern AI technological advancements in new medications, treatments, and therapies to support both longer lifespan and substantial health improvements in the quality of life for many men and women worldwide. Further, pharmaceutical titans have invested significantly in brand-new third-generation anti-obesity weight-loss medications primarily due to their increasingly higher efficacy and other health benefits. As many men and women now live longer lives, longer lifespan reflects a mix of clean, lean, and healthy lifestyle changes, choices, and decisions from good diet and regular exercise to smarter and better sleep, mood control, less or minimal stress, and deeper, greater, and broader social integration with family and friends. Today, new biomedical innovations, research endeavors, and capital investments help slow down and even reverse human age progression.

Several stock market magnates, moguls, tycoons, and key venture capitalists have been instrumental in the creation of lean startups in support of both longer lifespan and better healthspan. For instance, the serial venture capitalist and co-founder of PayPal and Facebook etc, Peter Thiel, invested a hard, high, and hefty fraction of his personal net worth in many medtech advances and lean startups in health care, precision medicine, and biotechnology. These ventures include Palantir, Women’s Healthcare Fund, Founders Fund, and Lindus Health. Specifically, Thiel invested more than $410 million in a strategic partnership between Palantir and the British National Health Service (NHS) to completely revamp the NHS patient data system. In addition, Thiel supported Recharge Capital’s $200 million Women’s Healthcare Fund to focus on high-efficacy alternative medications, treatments, and therapies for breast cancer, endometriosis, and polycystic ovary syndrome (PCOS). Through Founders Fund, Thiel invested many millions of dollars in 5 major lean startups for better biotech and medtech advances, inventions, and solutions. These major lean startups span Forward Health, Emerald, Cambrian, Counsyl, and Stemcentrx (now as part of AbbVie). In the meantime, these ventures focus on the new, non-obvious, and next-generation technical advances and medical innovations in biometric body scans, blood tests, stem cell therapies, and genetic modifications for better disease prevention. In recent years, Thiel contributed to the $6 million venture investment fund for the London company, Lindus Health, to dramatically speed up clinical trials for new medications, treatments, and therapies.

The Stanford co-founders of Google, Larry Page and Sergey Brin, invested heavily in better biotech, healthcare, and precision medicine too, primarily through 2 major Alphabet subsidiaries Verily and Calico. Today, Verily focuses on new medications, treatments, and therapies for dyspraxia, dyslexia, sleep apnea, insomnia, anxiety, depression, and other mental health and movement disorders. Furthermore, Verily seeks to eradicate all sorts of infectious diseases by killing insects and mosquitoes with the Zika, dengue fever, and other viruses and bacteria etc. In addition, Google DeepMind applies machine-learning algorithms and other AI-driven instruments to substantially sharpen the medical predictions of fatal diseases such as kidney and liver failures, stroke, cardiac arrest, sepsis, and pulmonary embolism.

Google DeepMind has built a new program, AlphaFold, from the previous success of AlphaGo in outperforming the top Go chess players worldwide. With AlphaFold, biomedical scientists help accelerate the major identification of new compounds in better clinical trials. Specifically, AlphaFold analyzes how some sequence of amino acids folds into the particular shape for some sort of protein. In essence, AlphaFold helps identify the more complex set of rules for some sequence of amino acids to fold biomedically into the same shape for some sort of protein in the human body. With tremendous success worldwide, AlphaFold accelerates and so revolutionizes the new wave of innovative drug discovery in support of smarter, faster, and better AI-driven medications, treatments, and therapies. In 2024, Google DeepMind CEO and Co-Founder Sir Demis Hassabis and DeepMind Director Dr John Jumper won the Nobel Prize in Chemistry for their recent design and development of AlphaFold for predicting the structures of different proteins from their amino acid sequences. Hassabis and Jumper shared this Nobel Prize with Dr David Baker who worked on computational protein design.

Many clever biomedical scientists had been trying hard to create computer models of the structural processes for folding amino acids into proteins in the human body for many decades. Just as AlphaGo trounced the best Go chess human players in recent years, AlphaFold substantially improved the best efforts of many biomedical scientists in past decades. Specifically, the shape of each protein reveals immense practical importance in terms of what the protein does alone, what other molecules can do to this protein, and the complex chemical interactions between each protein itself and its nearby and adjacent molecules and chains of amino acids. Almost all the basic structural processes of life depend on new complex chemical interactions among vital proteins, molecules, amino acid chains, and so forth. The vast majority of new drug discovery programs aim to find some sorts of molecules in support of desirable chemical interactions. Sometimes these molecules block specific protein actions, and sometimes these molecules encourage and stimulate specific protein actions. Before AlphaFold, more than 50 years of structural biology had produced several hundred thousand reliable protein structures through the traditional X-rays and nuclear-magnetic resonance techniques. AlphaFold and its closest rivals and competitors, ESMFold by Meta AI, OmegaFold by Helixon, and RoseTTAFold by Baker Lab, have provided more than 600 million sharp and accurate predictions of protein shapes for AI-driven medications, treatments, and therapies. Today, these deep machine-learning algorithms and Gen AI models, robots, and instruments etc continue to accelerate new technological advancements in structural biology.

Nowadays, Larry Page and Sergey Brin drive and steer Calico’s scientific research endeavors to build up new longitudinal patient databases. The next steps can help reveal the mainstream medical mechanisms for human age progression. In close collaboration with top institutions such as Harvard Medical School and Mayo Clinic, Calico delves into how biomedical doctors, scientists, and other health specialists can use new medications, treatments, and therapies to help slow down the natural course of human age progression. Today, the Food and Drug Administration (FDA) still does not recognize old age as a disease state and therefore as a proper target for treatment in America. Despite this current obstacle, Calico now navigates many health factors, forces, and biochemical interactions for medical intervention. These best efforts can combine to help each patient return to the new normal steady state. Even though these best efforts cannot reverse human age progression, these best efforts can perhaps help extend human healthspan dramatically in due course.

The founder and serial entrepreneur of Amazon, Jeff Bezos, invested in numerous companies in support of early cancer detection (Grail), immunotherapy (Juno), and anti-aging research (Unity) primarily through his venture fund, Bezos Expeditions. In recent years, the CEO and co-founder of OpenAI, Sam Altman, backed the $1 billion round for the AI-driven healthcare startup, Retro Biosciences, in support of new medications, treatments, and therapies for common diseases, disorders, and other health ailments. Through the Gates Foundation, Bill Gates invested heavily in new high-efficacy medications, vaccines, treatments, therapies, and healthcare services worldwide. Specifically, the Gates Foundation provides a $90 million prize for the new, non-obvious, next-generation pneumococcal conjugate vaccine (PCV). In accordance with the original prize proposal by Nobel Laureate Michael Kremer, the Gates Foundation strives to prevent pneumococcal infections by providing the new vaccine to each person at the $2.00 marginal cost. In recent years, the Gates Foundation continues to finance global biomedical research programs to eradicate HIV-AIDS, tuberculosis, polio, and malaria, especially in sub-Saharan Africa. With Quantum Biosciences, the Gates Foundation now aims to advance mRNA vaccine design, research, and mass production for efficient Covid prevention. Through the Dementia Discovery Fund, Bill Gates supports many lean-startup ventures on new medications and treatments for Alzheimer’s and Parkinson’s diseases. In addition, Gates continues to finance Foundation Medication in support of the new discovery of DNA sequences for cancer medications. Today, Bill Gates serves as one of the major investors in Ginkgo Bioworks. This biotech company helps tailor biochemical health products and medications to men and women with specific DNA sequences. We believe these resultant biomedical research developments can come to fruition in due course.

Beneath the forest canopy of pharmaceutical titans and startups with tech royalty, an undergrowth of lean startups continues to work on new medications, treatments, and therapies against some aspects of human age progression. The basic insight catches on of prolonging both lifespan and healthspan with some pills and potions, in addition to the more conventional baseline approach of diet, exercise, and high-quality sleep. New diagnostic tools, machines, and instruments provide the means for biomedical scientists to calculate the biological ages of both bodies and organs by comparison to actual calendar ages. In principle, this new capability allows both lifespan and healthspan studies to attain remarkable results in less than a lifetime. New gene modifications further help analyze vast amounts of gene sequence data. This new capability helps personalize new stem cells, medications, and treatments with a broader menu of therapeutic options.

Unlike many machines, bodies both make themselves and repair themselves. Why do human bodies age progressively with so many imperfections? Perhaps the high designer of life, natural evolution, focuses on better reproduction instead of longer lifespan. Life arises as a result of genes, development, behavior, and the broader environment. With accidents, predators, and diseases, the environment kills many creatures. Genes with health benefits that show up only over a longer lifespan than the broader environment allows in practice are not likely to perform particularly well in reproduction unless these genes provide some other health benefits. Genes that provide a fertile youth with successful reproduction are often onto a winner. There is some evidence that one variant of a specific gene in association with Alzheimer’s and Parkinson’s diseases provides reproductive advantages to young people.

From the evolutionary point of view of the genes, a person is a way to make further copies of the genes. In this wider view, a person’s life is a means to an end but not an end in itself. Keeping the human body’s repair mechanisms in tip-top conditions is worthwhile only if the human body gets more genes into the next generation. In this disposable soma approach, the person is a means to an end, and we abandon the life if it is no longer fit for the mainstream purpose of reproduction. This broader perspective helps explain why many diseases and other health conditions are often common in old age but relatively rare in early life. These diseases and other health conditions include Alzheimer’s and Parkinson’s diseases, diabetes, heart diseases, some sorts of cancers, retinal degeneration, osteoarthritis, and so forth.

Many genes have variants, also known as alleles, and all of these alleles work but may cause slightly different effects. With the genetic manipulation of lab organisms, some studies of the genes of human centenarians have identified alleles of specific genes that have been proven experimentally to prolong lifespan. These genes also result in significant improvements in the health quality of life. In recent years, these new studies can often help illuminate the natural course of human age progression. In recent years, these new studies suggest 12 hallmarks of human age progression. The dirty dozen spans genomic instability, telomere attrition, epigenetic alteration, metabolic decline for nutrient energy, mitochondrion dysfunction, proteostasis loss, stem cell exhaustion, chronic inflammation, autophagy decline, dysbiosis, cellular senescence, and intercellular breakdown. We delve into the mainstream scientific progress on each of these 12 hallmarks of human age progression. The devil is in the detail. Biomedicine can be quite complex. Sometimes a biomedical intervention may perform well in more than one field. At other times, there may be trade-offs in new medications, treatments, and therapies. We discuss, describe, and delve into the biomedical sciences of both longer lifespan and smarter and better healthspan, as well as their broader implications for stock market investments.

Below we provide hyperlinks to many other recent podcasts and articles on global macro-finance, asset return prediction, and fundamental industry analysis for stock market investors.

American exceptionalism often turns out to be the heuristic rule of thumb for better economic growth, low and stable inflation, full employment, and macro-financial stability.

Podcast: https://bit.ly/4iuWuJ9

Article: https://ayafintech.network/blog/american-exceptionalism-turns-out-to-be-the-heuristic-rule-of-thumb-for-better-economic-growth-low-stable-inflation-full-employment-macro-financial-stability/

In the broader modern monetary policy context, central banks learn to weigh the trade-offs between output and inflation expectations and macro-financial stress conditions.

Podcast: https://bit.ly/42SwrXG

Article: https://ayafintech.network/blog/central-banks-weigh-the-monetary-policy-trade-offs-between-output-inflation-and-macro-financial-stress-conditions/

Today, tech titans, billionaires, serial entrepreneurs, and venture capitalists continue to reshape and even disrupt global pharmaceutical investments for both better healthspan and longer lifespan.

Podcast: https://bit.ly/41KDNLp

Article: https://ayafintech.network/blog/today-tech-titans-reshape-global-pharmaceutical-investments-for-both-better-healthspan-and-longer-lifespan/

Artificial intelligence continues to reshape the current global market for better biotech advances, medical innovations, and healthcare services.

Podcast: https://bit.ly/4hBVimM

The global market for GLP-1 anti-obesity weight-loss treatments now grows substantially to benefit more than 1 billion people worldwide by 2030.

Podcast: https://bit.ly/4bz6vmI

Article: https://ayafintech.network/blog/the-global-market-for-GLP-1-weight-loss-medications-grows-substantially-to-benefit-1-billion-people-worldwide-by-2030/

Is higher stock market concentration good or bad for Corporate America?

Podcast: https://bit.ly/3F1fpgN

Article: https://ayafintech.network/blog/is-higher-stock-market-concentration-good-or-bad-for-corporate-america/

Geopolitical alignment often reshapes and reinforces asset market fragmentation in the broader context of financial deglobalization.

Podcast: https://bit.ly/3ZpGMcD

Article: https://ayafintech.network/blog/geopolitical-alignment-often-reshapes-and-reinforces-asset-market-fragmentation-in-the-broader-context-of-financial-deglobalization/

Podcast: https://bit.ly/47pDk3z

The new homeland industrial policy stance tilts toward greater global resilience across the major high-tech supply chains worldwide.

Podcast: https://bit.ly/3B6xY12

Article: https://ayafintech.network/blog/the-current-homeland-industrial-policy-stance-worldwide-seeks-to-embed-the-new-notion-of-global-resilience-into-economic-statecraft/

China poses new threats to the U.S. and its western allies.

Podcast: https://bit.ly/3XGWrD1

Article: https://ayafintech.network/blog/china-poses-new-economic-technological-and-military-threats-to-the-us-and-western-allies/

How can generative AI tools and LLMs help enhance human productivity?

Podcast: https://bit.ly/4elAFKv

Article: https://ayafintech.network/blog/generative-artificial-intelligence-uses-large-language-models-and-content-generation-tools-to-enhance-human-productivity/

What are the macrofinancial ripple effects of central bank digital currency (CBDC) design, issuance, and broad user adoption?

Podcast: https://bit.ly/3XNMwM8

Article: https://ayafintech.network/blog/central-banks-should-shape-cbdc-design-features-and-functions-to-reduce-any-adverse-impact-on-bank-intermediation/

Both BYD and Tesla have become serious global manufacturers of electric vehicles (EV) worldwide.

Podcast: https://bit.ly/3BgL0sL

Article: https://ayafintech.network/blog/mainstream-technological-advances-in-the-global-auto-industry/

Today, tech titans continue to reshape and even disrupt global pharmaceutical investments for both better healthspan and longer lifespan. - Blog - AYA fintech network platform provides proprietary alpha stock signals and personal finance tools for stock market investors.

This report delves into how today tech titans, billionaires, and venture capitalists continue to res...

https://ayafintech.network/blog/today-tech-titans-reshape-global-pharmaceutical-investments-for-both-better-healthspan-and-longer-lifespan/

Comment

Monica McNeil

2025-05-10 05:36:45

Bullish

Quantitative fundamental analysis

Our latest podcast deep-dives into how artificial intelligence continues to reshape the current global market for better biotech advances, medical innovations, and healthcare services. Specifically, AlphaFold analyzes how some sequence of amino acids folds into the particular shape for some sort of protein. In essence, AlphaFold helps identify the more complex set of rules for some sequence of amino acids to fold biomedically into the same shape for some sort of protein in the human body.

$MRK $PFE $MRNA $JNJ $BMY $BNT $LLY $ABBV $SDGR $NVO $AMGN $META $GOOG $GOOGL $C

$AMZN $AAPL $MSFT $NVDA $TSM $AMD $ARM $AVGO $QCOM $ORCL $CSCO $IBM $CRWD $NET

$SNPS $IONQ $ZIM $COST $WMT $TGT $PG $HD $HPE $QUBT $QBTS $RGTI $JPM $BAC $WFC $MA

#size #value #momentum #profitability #assetgrowth #marketrisk #revenuegrowth #dividendyield #industry

#accrual #issuance #residualvariance #returnvariance #shortreversal #longreversal #murphyrank #bollinger

With tremendous success worldwide, AlphaFold accelerates and so revolutionizes the new wave of innovative drug discovery in support of smarter, faster, and better AI-driven medications, treatments, and therapies. In 2024, Google DeepMind CEO and Co-Founder Sir Demis Hassabis and DeepMind Director Dr John Jumper won the Nobel Prize in Chemistry for their recent design and development of AlphaFold for predicting the structures of different proteins from their amino acid sequences. Hassabis and Jumper shared this Nobel Prize with Dr David Baker who worked on computational protein design.

The original blog article is available on our AYA fintech network platform. https://ayafintech.network/blog/the-new-integration-of-artificial-intelligence-reshapes-the-competitive-landscape-for-the-global-market-for-better-medical-innovations-and-healthcare-services/

This fun podcast is about 10 minutes long (with smart AI podcast generation from Google NotebookLM). https://bit.ly/4hBVimM

As medical doctors, surgeons, and physicians now integrate artificial intelligence (AI) into the mainstream technological advancements in better biotech, healthcare, and medicine, this integration helps reshape the competitive landscape worldwide. We can identify several mega trends for AI-driven better biotech advances, health-care services, and medical innovations. First, some recent AI-driven technological advancements help enhance diagnostic accuracy, improve patient health results, and personalize treatment plans. For instance, deep machine-learning algorithms help develop custom cancer therapies, target medications, and pharmacogenomic treatments in accordance with individual genetic and biochemical profiles. Second, the global pharmaceutical sector benefits substantially from Generative AI (Gen AI) with more than $100 billion AI-driven worldwide sales for new medications. These new medications help cure heart diseases, peripheral arterial diseases, diabetes, sleep apnea and other sleep disorders, some sorts of cancers, chronic kidney and liver diseases, non-alcoholic steato-hepatitis, knee osteoarthritis, and so forth. This broader macro shift highlights the increasingly vital dependence on Gen AI for drug discovery. With AlphaFold, biomedical scientists accelerate the major identification of new compounds for optimal clinical trials. Third, AI helps develop fresh personal treatment plans in response to the unique needs of individual patients with higher efficacy and tolerance. This development often helps better manage rare diseases, complex conditions, side-effects, and even contraindications. AI can analyze large amounts of data to recommend better target therapies. Fourth, AI technology helps integrate new diagnostic machines and devices, surgical robots, medications, and other medical innovations into the broader patient care system. These AI advances often support substantial improvements in the quality of life for the average patient. Further, new AI predictive analytics help identify potential health issues, symptoms, diseases, disorders, and complications. In effect, these new AI predictive analytics allow for proactive biomedical interventions in time. Finally, AI technology can help alleviate increasingly severe global healthcare challenges such as longer longevity, obesity, and urbanization. These new broader demographic shifts seem to present additional opportunities and challenges for many mainstream AI-driven healthcare systems worldwide.

We delve into the 4 major fundamental forms of AI integration in the global market for better biotech advances, medical innovations, and healthcare services. Doctors leverage AI-driven diagnostic devices, machines, and instruments to better inform medical decisions. This leverage is quite important today because almost 800,000 Americans suffer from bad medical decisions each year. Also, many patients seek sound professional medical assistance with their symptoms, side-effects, diseases, disorders, complications, and other health issues etc. Further, AI-driven smart data analytics help accelerate scientific research endeavors in support of smarter, faster, and better medical treatments. Moreover, new AI data analytics help promote more fierce competition in each of the major medical fields, domains, and specialties. In time, the resultant pervasive rise in global market competition likely leads to more cost-effective medications, treatments, and therapies etc. New AI technology helps hospitals, clinics, and health care centers modernize the diagnostic devices, robots, instruments, and even perhaps central command dashboards for the more efficient allocation of both public and private health care resources. Specifically, some new surveys estimate a common shortage of 10 million healthcare workers by 2030, or almost 15% of total healthcare workers worldwide today. Many governments seek to apply AI technological advances more broadly to help bridge the key shortfall of healthcare workers worldwide.

Below we provide hyperlinks to many other recent podcasts and articles on global macro-finance, asset return prediction, and fundamental industry analysis for stock market investors.

American exceptionalism often turns out to be the heuristic rule of thumb for better economic growth, low and stable inflation, full employment, and macro-financial stability.

Podcast: https://bit.ly/4iuWuJ9

Article: https://ayafintech.network/blog/american-exceptionalism-turns-out-to-be-the-heuristic-rule-of-thumb-for-better-economic-growth-low-stable-inflation-full-employment-macro-financial-stability/

In the broader modern monetary policy context, central banks learn to weigh the trade-offs between output and inflation expectations and macro-financial stress conditions.

Podcast: https://bit.ly/42SwrXG

Article: https://ayafintech.network/blog/central-banks-weigh-the-monetary-policy-trade-offs-between-output-inflation-and-macro-financial-stress-conditions/

Today, tech titans, billionaires, serial entrepreneurs, and venture capitalists continue to reshape and even disrupt global pharmaceutical investments for both better healthspan and longer lifespan.

Podcast: https://bit.ly/41KDNLp

Article: https://ayafintech.network/blog/today-tech-titans-reshape-global-pharmaceutical-investments-for-both-better-healthspan-and-longer-lifespan/

Artificial intelligence continues to reshape the current global market for better biotech advances, medical innovations, and healthcare services.

Podcast: https://bit.ly/4hBVimM

The global market for GLP-1 anti-obesity weight-loss treatments now grows substantially to benefit more than 1 billion people worldwide by 2030.

Podcast: https://bit.ly/4bz6vmI

Article: https://ayafintech.network/blog/the-global-market-for-GLP-1-weight-loss-medications-grows-substantially-to-benefit-1-billion-people-worldwide-by-2030/

Is higher stock market concentration good or bad for Corporate America?

Podcast: https://bit.ly/3F1fpgN

Article: https://ayafintech.network/blog/is-higher-stock-market-concentration-good-or-bad-for-corporate-america/

Geopolitical alignment often reshapes and reinforces asset market fragmentation in the broader context of financial deglobalization.

Podcast: https://bit.ly/3ZpGMcD

Article: https://ayafintech.network/blog/geopolitical-alignment-often-reshapes-and-reinforces-asset-market-fragmentation-in-the-broader-context-of-financial-deglobalization/

Podcast: https://bit.ly/47pDk3z

The new homeland industrial policy stance tilts toward greater global resilience across the major high-tech supply chains worldwide.

Podcast: https://bit.ly/3B6xY12

Article: https://ayafintech.network/blog/the-current-homeland-industrial-policy-stance-worldwide-seeks-to-embed-the-new-notion-of-global-resilience-into-economic-statecraft/

China poses new threats to the U.S. and its western allies.

Podcast: https://bit.ly/3XGWrD1

Article: https://ayafintech.network/blog/china-poses-new-economic-technological-and-military-threats-to-the-us-and-western-allies/

How can generative AI tools and LLMs help enhance human productivity?

Podcast: https://bit.ly/4elAFKv

Article: https://ayafintech.network/blog/generative-artificial-intelligence-uses-large-language-models-and-content-generation-tools-to-enhance-human-productivity/

What are the macrofinancial ripple effects of central bank digital currency (CBDC) design, issuance, and broad user adoption?

Podcast: https://bit.ly/3XNMwM8

Article: https://ayafintech.network/blog/central-banks-should-shape-cbdc-design-features-and-functions-to-reduce-any-adverse-impact-on-bank-intermediation/

Both BYD and Tesla have become serious global manufacturers of electric vehicles (EV) worldwide.

Podcast: https://bit.ly/3BgL0sL

Article: https://ayafintech.network/blog/mainstream-technological-advances-in-the-global-auto-industry/

In the current global market for better biotech advances, medical innovations, and healthcare services, the new integration of artificial intelligence (AI) reshapes the competitive landscape worldwide. - Blog - AYA fintech network platform provides proprietary alpha stock signals and personal finance tools for stock market investors.

AI-driven advances help reshape the competitive landscape for new medications, treatments, therapies...

https://ayafintech.network/blog/the-new-integration-of-artificial-intelligence-reshapes-the-competitive-landscape-for-the-global-market-for-better-medical-innovations-and-healthcare-services/\nThis

Comment

Chanel Holden

2025-05-01 11:08:03

Bullish

Quantitative fundamental analysis

Our latest podcast deep-dives into the technological advancements in cloud services. The global cloud infrastructure helps accelerate the next high-tech revolutions in electric vehicles (EV), virtual reality (VR) headsets, artificial intelligence (AI) online services, and the metaverse.

$META $AAPL $MSFT $AMZN $GOOG $GOOGL $NVDA $TSLA $TSM $ARM $QCOM $AVGO $AMD $IONQ

$ASML $CSCO $SNPS $IBM $NET $CRWD $SNOW $COST $WMT $TGT $HD $PG $V $MA $AXP $BABA

$BIDU $TME $JD $PDD $IQ $BILI $KKR $AMC $PARA $NFLX $DIS $WRB $PYPL $PLTR $ZIM $PFE $MRK

#size #value #momentum #profitability #assetgrowth #marketrisk #revenuegrowth #dividendyield #industry #rsi

#residualvariance #returnvariance #fibonacci #murphyrank #bollinger #shortreversal #longreversal #issuance

The original blog article is available on our AYA fintech network platform.

https://ayafintech.network/blog/the-global-cloud-infrastructure-helps-expand-what-can-be-made-digitally-viable-from-electric-vehicles-and-virtual-reality-headsets-to-artificial-intelligence-metaverse/

This fun podcast is about 10 minutes long (with smart AI podcast generation from Google NotebookLM). https://bit.ly/47pDk3z

The global market for mobile cloud telecommunication continues to expand into a widespread economic phenomenon. Through the new mobile cloud infrastructure, the Internet broadens and deepens what can be made digitally feasible from virtual reality (VR) headsets and electric vehicles (EV) to artificial intelligence (AI) and the metaverse. In this positive light, the current cloud infrastructure can help facilitate a new wave of digital revolutions worldwide. Underneath all of these layers of cloud abstraction, the Internet infrastructure serves as the new foundation of our chosen digital future. In the broader context of digital technological advancements, we help demystify the physical building blocks of the cloud Internet infrastructure worldwide in order to explain how they mold, shape, expand, and constrain digital abstraction. Now many practical Internet uses multiply far beyond the original remit. Specifically, we delve into what the physical layers of cloud abstraction are likely to change for the Internet to remain sustainable both in the physical sense and in the wider sense of global environmental protection.

From the seabed across the Atlantic and Pacific Oceans to data centers in the key cities on the U.S. West Coast and the East Coast, the fiber-optic cables form the backbone of the physical Internet worldwide. Through the fiber-optic cables, almost all Internet traffic flows back and forth day in and day out. From Apple and Google to Meta, Microsoft, and Amazon, several tech titans vertically integrate the Internet by laying out fiber-optic cables, building out data centers in different countries, and further providing cloud services with AI search engines, robots, avatars, and virtual assistants. As the Internet becomes more powerful, it is vitally important for us to better understand its physical and corporate composition. Only by peeling back the multiple layers of digital abstraction can one lay bare the critical foundations of the new Internet. In the Internet, all technological advancements help support the next dual waves of both business model transformations and digital revolutions around the world. These advancements shine fresh light on how AI-driven cloud services help accelerate the new generation of disruptive innovations in trade, finance, and technology. Every new business can become an AI cloud service provider.

Below we provide hyperlinks to many other recent podcasts and articles on global macro-finance, asset return prediction, and fundamental industry analysis for stock market investors.

American exceptionalism often turns out to be the heuristic rule of thumb for better economic growth, low and stable inflation, full employment, and macro-financial stability.

Podcast: https://bit.ly/4iuWuJ9

Article: https://ayafintech.network/blog/american-exceptionalism-turns-out-to-be-the-heuristic-rule-of-thumb-for-better-economic-growth-low-stable-inflation-full-employment-macro-financial-stability/

In the broader modern monetary policy context, central banks learn to weigh the trade-offs between output and inflation expectations and macro-financial stress conditions.

Podcast: https://bit.ly/42SwrXG

Article: https://ayafintech.network/blog/central-banks-weigh-the-monetary-policy-trade-offs-between-output-inflation-and-macro-financial-stress-conditions/

Today, tech titans, billionaires, serial entrepreneurs, and venture capitalists continue to reshape and even disrupt global pharmaceutical investments for both better healthspan and longer lifespan.

Podcast: https://bit.ly/41KDNLp

Article: https://ayafintech.network/blog/today-tech-titans-reshape-global-pharmaceutical-investments-for-both-better-healthspan-and-longer-lifespan/

Artificial intelligence continues to reshape the current global market for better biotech advances, medical innovations, and healthcare services.

Podcast: https://bit.ly/4hBVimM

The global market for GLP-1 anti-obesity weight-loss treatments now grows substantially to benefit more than 1 billion people worldwide by 2030.

Podcast: https://bit.ly/4bz6vmI

Article: https://ayafintech.network/blog/the-global-market-for-GLP-1-weight-loss-medications-grows-substantially-to-benefit-1-billion-people-worldwide-by-2030/

Is higher stock market concentration good or bad for Corporate America?

Podcast: https://bit.ly/3F1fpgN

Article: https://ayafintech.network/blog/is-higher-stock-market-concentration-good-or-bad-for-corporate-america/

Geopolitical alignment often reshapes and reinforces asset market fragmentation in the broader context of financial deglobalization.

Podcast: https://bit.ly/3ZpGMcD

Article: https://ayafintech.network/blog/geopolitical-alignment-often-reshapes-and-reinforces-asset-market-fragmentation-in-the-broader-context-of-financial-deglobalization/

Podcast: https://bit.ly/47pDk3z

The new homeland industrial policy stance tilts toward greater global resilience across the major high-tech supply chains worldwide.

Podcast: https://bit.ly/3B6xY12

Article: https://ayafintech.network/blog/the-current-homeland-industrial-policy-stance-worldwide-seeks-to-embed-the-new-notion-of-global-resilience-into-economic-statecraft/

China poses new threats to the U.S. and its western allies.

Podcast: https://bit.ly/3XGWrD1

Article: https://ayafintech.network/blog/china-poses-new-economic-technological-and-military-threats-to-the-us-and-western-allies/

How can generative AI tools and LLMs help enhance human productivity?

Podcast: https://bit.ly/4elAFKv

Article: https://ayafintech.network/blog/generative-artificial-intelligence-uses-large-language-models-and-content-generation-tools-to-enhance-human-productivity/

What are the macrofinancial ripple effects of central bank digital currency (CBDC) design, issuance, and broad user adoption?

Podcast: https://bit.ly/3XNMwM8

Article: https://ayafintech.network/blog/central-banks-should-shape-cbdc-design-features-and-functions-to-reduce-any-adverse-impact-on-bank-intermediation/

Both BYD and Tesla have become serious global manufacturers of electric vehicles (EV) worldwide.

Podcast: https://bit.ly/3BgL0sL

Article: https://ayafintech.network/blog/mainstream-technological-advances-in-the-global-auto-industry/

The global cloud expands what can be made digitally viable from electric vehicles (EV) and virtual reality (VR) headsets to artificial intelligence (AI) and the metaverse. - Blog - AYA fintech network platform provides proprietary alpha stock signals and personal finance tools for stock market investors.

We help demystify the physical building blocks of the Internet infrastructure in order to explain ho...

Comment

Rose Prince

2025-04-25 09:00:07

Bullish

Quantitative fundamental analysis

Our latest podcast deep-dives into American exceptionalism and economic growth outperformance both by historical standards and in comparison to the rest of the world in recent decades.

$META $AAPL $MSFT $GOOG $GOOGL $AMZN $NVDA $TSLA $PG $HD $COST $WMT $TGT $BRK.A $C

$BAC $WFC $JPM $MS $GS $PNC $V $MA $BRK.B $PYPL $PLTR $IONQ $ZIM $AMD $QCOM $AVGO $T

$TMUS $VZ $CVS $ARM $ORCL $CSCO $IBM $SNPS $NET $CRWD $AEO $RACE $XOM $PSX $BABA

#size #value #momentum #profitability #assetgrowth #marketrisk #dividendyield #revenuegrowth #industry

#issuance #accrual #residualvariance #returnvariance #shortreversal #longreversal #bollinger #murphyrank

The original blog article is available on our AYA fintech network platform.

https://ayafintech.network/blog/american-exceptionalism-turns-out-to-be-the-heuristic-rule-of-thumb-for-better-economic-growth-low-stable-inflation-full-employment-macro-financial-stability/

This fun podcast is about 10 minutes long (with smart AI podcast generation from Google NotebookLM). https://bit.ly/4jU2wEt

Central banks learn to better weigh the monetary policy trade-offs between output and inflation expectations and macro-financial stress conditions.

https://ayafintech.network/blog/central-banks-weigh-the-monetary-policy-trade-offs-between-output-inflation-and-macro-financial-stress-conditions/

Geopolitical alignment often reshapes and reinforces asset market fragmentation in the broader context of financial deglobalization.

https://ayafintech.network/blog/geopolitical-alignment-often-reshapes-and-reinforces-asset-market-fragmentation-in-the-broader-context-of-financial-deglobalization/

In the modern monetary system, each central bank digital currency (CBDC) helps better anchor public trust in money in support of economic welfare, especially in a new cashless society.

https://ayafintech.network/blog/central-banks-should-shape-cbdc-design-features-and-functions-to-reduce-any-adverse-impact-on-bank-intermediation/

Economic policy incrementalism for better fiscal and monetary policy coordination

https://ayafintech.network/blog/economic-policy-incrementalism-for-better-fiscal-and-monetary-policy-coordination/

The bank-credit-card model and fintech platforms have adapted well to the recent digitization of cashless finance.

https://ayafintech.network/blog/the-bank-credit-card-model-and-fintech-platforms-have-adapted-well-to-the-recent-digitization-of-cashless-finance/

Paul Morland shows that demographic changes lead to modern economic growth in the current world.

https://ayafintech.network/blog/paul-morland-argues-that-demographic-changes-lead-to-modern-economic-growth-in-the-current-world/

New Keynesian monetary policy framework

https://ayafintech.network/blog/new-keynesian-monetary-policy-framework/

Michael Woodford provides the theoretical foundations of monetary policy rules in ever more efficient financial markets.

https://ayafintech.network/blog/michael-woodford-provides-the-theoretical-foundations-of-monetary-policy-rules-in-efficient-financial-markets/

Government intervention remains a major influence over global trade, finance, and technology.

https://ayafintech.network/blog/government-intervention-remains-a-core-influence-over-global-trade-finance-and-technology/

Peter Isard analyzes the proper economic policy reforms and root causes of global financial crises of the 1990s and 2008-2009.

https://ayafintech.network/blog/peter-isard-analyzes-the-proper-economic-policy-reforms-and-root-causes-of-global-financial-crises/

Ray Fair applies his macroeconometric model to study the central features of the real economy such as price stability and full employment in the dual mandate.

https://ayafintech.network/blog/ray-fair-applies-his-macro-model-to-study-the-central-features-of-the-economy-price-stability-full-employment-dual-mandate/

Carmen Reinhart and Kenneth Rogoff analyze long-run crisis data to find the root causes of recent financial crises for better bank capital regulation and asset market stabilization.

https://ayafintech.network/blog/carmen-reinhart-and-kenneth-rogoff-analyze-long-run-crisis-data-to-find-the-root-causes-of-financial-crises-for-better-bank-capital-regulation-and-asset-market-stabilization/

Anat Admati and Martin Hellwig raise critical issues about bank capital regulation and asset market stabilization.

https://ayafintech.network/blog/admati-and-hellwig-raise-issues-about-bank-capital-regulation-and-asset-market-stabilization/

American bank failure resolution and financial risk management for Silicon Valley Bank, Signature Bank, and First Republic Bank

https://ayafintech.network/blog/bank-failure-resolution-financial-risk-management-silicon-valley-bank-first-republic-bank/

Timothy Geithner shares his personal reflections on the post-crisis macro financial stress tests for U.S. banks.

https://ayafintech.network/blog/timothy-geithner-shares-his-reflections-on-the-macro-financial-stress-tests-for-american-banks/

The Federal Reserve System conducts modern monetary policy decisions, interest rate adjustments, and inter-bank payment operations.

https://ayafintech.network/blog/federal-reserve-conducts-monetary-policy-decisions-interest-rate-adjustments-and-inter-bank-payment-operations/

Barry Eichengreen compares the Great Depression of the 1930s versus the Great Recession of 2008-2009 as historical episodes of economic woes.

https://ayafintech.network/blog/barry-eichengreen-compares-the-great-depression-and-global-financial-crisis-as-episodes-of-economic-woes/

Former Bank of England Governor Mervyn King provides his substantive analysis of the Global Financial Crisis of 2008-2009.

https://ayafintech.network/blog/former-bank-of-england-governor-mervyn-king-provides-his-deep-substantive-analysis-of-the-global-financial-crisis/

Michel De Vroey discusses the global history of macro-economic theories from real business cycles to persistent non-neutral monetary policy effects.

https://ayafintech.network/blog/de-vroey-delves-into-the-global-history-of-macroeconomic-theories-from-real-business-cycles-to-persistent-monetary-effects/

This report delves into American exceptionalism and economic growth outperformance both by historica...

https://ayafintech.network/blog/american-exceptionalism-turns-out-to-be-the-heuristic-rule-of-thumb-for-better-economic-growth-low-stable-inflation-full-employment-macro-financial-stability/

Comment

James Campbell

2025-04-19 04:43:09

Bullish

Quantitative fundamental analysis

Our latest podcast deep-dives into the key lessons, rules, principles, and new challenges from the recent monetary policy framework reviews worldwide.

$META $AAPL $MSFT $GOOG $GOOGL $AMZN $NVDA $TSLA $SNOW $IONQ $TSM $AMD $QCOM $C

$BAC $WFC $JPM $MS $GS $PNC $BABA $TME $BIDU $JD $PDD $BILI $IQ $ZIM $V $MA $PLTR $ASML

$ORCL $CSCO $IBM $SNPS $NET $CRWD $PYPL $AVGO $ARM $KKR $COST $WMT $TGT $KO $MAC

#size #value #momentum #profitability #assetgrowth #marketrisk #revenuegrowth #returnvariance #industry

#dividendyield #residualvariance #fibonacci #bollinger #murphyrank #shortrange #longrange #shortreversal

This fun podcast is about 10 minutes long (with smart AI podcast generation from Google NotebookLM). https://bit.ly/42SwrXG

In light of recent monetary policy framework reviews worldwide, we delve into the 5 mainstream vital lessons from the modern conduct of monetary policy, especially as the global economy navigates through several remarkable rare events. These rare events include the Great Moderation of both low and stable output growth and inflation from the 1980s to 1990s, the third wave of democratic movements for free trade worldwide from the mid-1990s to 2005, Global Financial Crisis of 2008-2009, Eurozone sovereign debt debacle of 2010-2012, and Covid-19 pandemic crisis of 2020-2022. First, central banks can de-anchor interest rate hikes to better contain inflation in support of broader price stability. Second, central banks can often apply macro-prudential policy tools, levers, and instruments to better stabilize the global financial system in rare times of severe macro-financial stress. Third, the primary unconventional monetary policies may run into their respective limits in due course. These unconventional monetary policies include QE large-scale asset purchases, negative interest rates, and forward guidance signals about the near-term paths of low interest rates, inflation, and the output gap from their respective targets. Fourth, central bank communication further complicates the global market expectations of the respective trajectories of output, inflation, and macro-financial stress conditions. Finally, foreign exchange intervention, macro-prudential credit control, and climate risk management often help central banks enhance better macro-financial stability. Below we delve into each of these 5 mainstream lessons before we further analyze the new challenges and implications for the modern conduct of monetary policy.

In the broader modern monetary policy context, central banks learn to weigh the trade-offs between output and inflation expectations and macro-financial stress conditions. - Blog - AYA fintech network platform provides proprietary alpha stock signals and personal finance tools for stock market investors.

This report delves into the key lessons from recent monetary policy framework reviews worldwide.

https://ayafintech.network/blog/central-banks-weigh-the-monetary-policy-trade-offs-between-output-inflation-and-macro-financial-stress-conditions/\nThis

Comment

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Anti-competitive corporate practices may stifle U.S. innovation.

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Conservative Party wins the British parliamentary majority in the general election with hefty British pound appreciation.

MIT financial economist Simon Johnson rethinks capitalism with better key market incentives.

President Trump approves a phase one trade agreement with China.

Yale macro economist Stephen Roach draws 3 major conclusions with respect to the Chinese long-run view of the current tech trade conflict with America.