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Peter Berezin suggests that the onset of the artificial intelligence age could mark a period of significant stock market gains. According to Berezin, as we approach artificial general intelligence (AGI), there may be fewer observers in the distant future, implying that this technological shift is imminent and may boost markets in the near term.
He characterizes this scenario as a 'boom before doom,' indicating optimism for near-term equity performance in the context of accelerating AI advancements.
Berezin previously discussed how a BLS model change increased monthly swings in U.S. job data while improving longer-term accuracy. He has also highlighted the movement of Brent Dec-2026 futures approaching pre-ceasefire levels and noted the continued attractiveness of oil stocks. These comments provide additional context for his outlook on near-term asset performance.