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Tech & Innovation·August 7, 2026·1 min read

Macro Picture Continues to Be Supportive, Coutts Says

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A CIO publicly tying an overweight in risk assets to AI investment and strong labor data is another data point that AI is now a macro thesis, not just a tech-sector story. If you’re raising or planning large capex, the current window is still open—but assume the bar for AI-linked growth narratives keeps rising.