Citi Economist Sees Rates Restrictive for Real Economy
THE SO WHAT
If Citi’s read is right and rates stay restrictive while AI-linked activity remains the outlier, capital will keep concentrating in AI-adjacent bets while the rest of the economy grinds. Operators outside the AI halo should plan for tighter credit and slower demand, while AI infra and software teams should not assume today’s funding conditions generalize forever.
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