Registration
 
All news
Top Stories
Editors' Picks
Stocks
Crypto
Economics
Currencies
Commodities
Market Voices
Companies
Ashutosh Sureka
Ashutosh Sureka

Michael Kao: K-shaped economy worsens amid AI-driven disinflation and Iran war risks

Michael Kao: K-shaped economy worsens amid AI-driven disinflation and Iran war risks
AI and Iran tensions deepen K-shaped divide

Michael Kao, CIO at Akadia Capital, examines the consequences of competing economic forces such as AI-driven productivity and Iran war-driven stagflation. Kao highlights how these dynamics worsen the K-shaped economy, resulting in widening disparities. The analysis focuses on macroeconomic dashboard data to illustrate the ongoing dichotomies in economic growth and inflationary pressures.

Kao has previously tracked individual stock movements, noting that PRA shares declined in value in the absence of fresh news. He also highlighted Datadog’s strong outperformance against other SaaS stocks in a multi-chart review. These observations reflect Kao’s continued focus on market data and company performance trends.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

Editor's Picks for You

Bitcoin price prediction based on MVRV: Indicator points to BTC undervaluation
  • By Mikhail Vnuchkov
  • 8 hours ago
Bitcoin price prediction based on MVRV: Indicator points to BTC undervaluation
Editors' Picks
Amazon flooded with AI books: Crisis of trust in literature market
  • By Eugene Komchuk
  • Yesterday
Amazon flooded with AI books: Crisis of trust in literature market
Editors' Picks
From stablecoins to the metaverse: Meta's biggest bets that failed
  • By Pavlo Kot
  • 27.06.2026
From stablecoins to the metaverse: Meta's biggest bets that failed
Editors' Picks
All Editors' Top Picks

Latest Michael Kao News

Michael Kao: Most Mag 7 stocks trail S&P at H2 2026 close
  • By Eugene Komchuk
  • 11 hours ago
Michael Kao: Most Mag 7 stocks trail S&P at H2 2026 close
Market Voices
#Michael Kao
AI’s diffuse benefits may hinder frontier compute dominance, Michael Kao notes
  • By Ivan Andriyenko
  • 21.06.2026
AI’s diffuse benefits may hinder frontier compute dominance, Michael Kao notes
Market Voices
#Michael Kao
Michael Kao: Low-float IPOs and inelastic supply assets compared to dot com era
  • By Olga Shendetskaya
  • 17.06.2026
Michael Kao: Low-float IPOs and inelastic supply assets compared to dot com era
Market Voices
#Michael Kao
All Michael Kao News
  • Mikhail Vnuchkov
  • 8 hours ago
Bitcoin price prediction based on MVRV: Indicator points to BTC undervaluation
  • Eugene Komchuk
  • Yesterday
Amazon flooded with AI books: Crisis of trust in literature market
  • Pavlo Kot
  • 27.06.2026
From stablecoins to the metaverse: Meta's biggest bets that failed
  • Johnathan Maverick
  • 26.06.2026
Gold and silver: Why to buy in July
  • Anastasiia Chabaniuk
  • 26.06.2026
AI push hits Apple: MacBook and iPad prices rise as shares fall
  • Hanna Syniavska
  • 28 min ago
GEOD issuance rate set to halve tomorrow, Kyle Samani notes
  • Artem Shendetskii
  • 38 min ago
Joanna Stern: Traditional business banking remains inefficient and inconvenient
  • Elena Nikulina
  • 48 min ago
Suze Orman: Building emergency savings can earn $100 bonus at Alliant Credit Union
  • Jose Antonio Gastelum
  • 1 hour ago
Bitcoin could move toward $57,300, Joao Wedson predicts
  • Anastasiia Chabaniuk
  • 1 hour ago
Kevin Warsh may be the real deal for the Federal Reserve, Gordon Johnson notes
Weekly Top Bonuses
up to $2,500
deposit bonus for all clients
CLAIM BONUS
Your capital is at risk.
Top News
  • Eugene Komchuk
  • 3 hours ago
Solana Company to help Kazakhstan build blockchain megacity
Solana Company to help Kazakhstan build blockchain megacity
  • Hanna Syniavska
  • 4 hours ago
Mag 7 loses $2.3 trillion as investors shift into chip stocks
Mag 7 loses $2.3 trillion as investors shift into chip stocks
  • Olga Shendetskaya
  • 6 hours ago
ECB rate path remains uncertain despite U.S.-Iran ceasefire
ECB rate path remains uncertain despite U.S.-Iran ceasefire
  • Andrey Mastykin
  • 8 hours ago
Brent and WTI decline as Gulf ceasefire hopes pressure crude
Brent and WTI decline as Gulf ceasefire hopes pressure crude
  • Igor Krasulya
  • 9 hours ago
Yen hits historic low as U.S. rate gap keeps pressure on Japan
Yen hits historic low as U.S. rate gap keeps pressure on Japan
Live News
  • Anton Kharitonov
  • Now
Alphabet rebounds as AI demand offsets capex risk
  • Anton Kharitonov
  • Now
Microsoft steadies as AI capex re-rating pressures shares
  • Anton Kharitonov
  • Now
Apple seeks recovery after sharp drop
  • Mykhailo Ihnatenko
  • Now
Intel nears ATH despite sector-wide profit-taking
  • Mykhailo Ihnatenko
  • Now
Silver heads for its worst month since 2011
Who We Are
Business Solutions
For Users
TU News
Popular Sections
Disclosures
CONTACT US
Legal
We are in Social Media
© IAFT Ltd., 2010-2026 All rights to the website are owned by IAFT Ltd.,
Registration number - HE 336186
  • Risk disclosure:

    Information on the TradersUnion.com website is for informational purposes only and does not constitute any motive or suggestion to visitors to invest money. Moreover, we hereby warn you that trading on the Forex and CFD markets is always a high risk. According to the statistics, 75-89% of customers lose the funds invested and only 11-25% of traders earn a profit. Trading in futures and options carries substantial risk of loss and is not suitable for every investor.

    That is why you should only invest money that you are prepared — or can afford — to lose at such high risks. Tradersunion.com does not provide any financial services, including investment or financial advisory services. Also, the Traders Union is not a broker and does not get money for trading in the Forex or CFD markets. Our website only provides information on brokers and the markets and helps its users to select the best brokerage company based on detailed information and objective analysis of brokers.

  • Disclaimer:

    Traders Union (TradersUnion.com) shall not be liable for the consequences of trading decisions made by the Client and for the possible loss of his capital resulting from the use of this website and information published on it.

    Forex market, CFD and cryptocurrency trading involves high risks and is not suitable for everyone. Before investing money, you need to adequately assess the level of your expertise and be aware of the risks, particularly in the context of trading with leverage. The information on this website is not intended for distribution or use by any person in any country or jurisdiction, where such distribution or use would be in violation of the local law or regulation. Any payments by Traders Union (TradersUnion.com) to the users of our website shall be legally interpreted solely as an incentive on our part for the activity on the website in the form of a deduction of a part of the advertising income; they shall not be a subject of any claims of our users or our obligations, a subject of disputes, as well as cannot be considered in relation to the services provided to users by brokers, both in fact and in their completeness and volume. The administration of the website shall not be liable for the content of user comments and reviews about the companies and shall not verify whether the authors of the reviews are indeed real clients of a specific company. All reviews, both negative and positive are published on the website without verification of their reliability; only offensive reviews that call for violence or any kind of discrimination and also reviews published from one group of IP addresses are moderated and removed. The authors of the materials shall be fully liable for the accuracy, completeness and impartiality of any information in the articles and reviews, including in the context of their use or mention of any brand names or trademarks. All mentions of the names of companies and their brands in any materials on the website shall be made in the context of communication of socially important information to the people about their activities by independent journalists, who are the authors. All evaluations and indicators on the website express the subjective opinion of the authors of the reviews (articles) and shall not be viewed as accurate statements and be a subject of disputes and claims against Traders Union.

  • Disclosure of advertisers and revenues:

    All the services on the Tradersunion.com website are free for you to use. Our team spends thousands of hours per annum researching brokers and gathering information about them to help investors all over the world to choose reliable companies and to avoid fraudsters.

    Indeed, the curating, sourcing, and organization of this process requires substantial financial investment by Tradersunion.com, which the website earns in the form of advertising payments. There are two types of advertising services on the website — direct advertising or partner (broker) participation programs. However, no services purchased by our partners shall affect the recommendations on our website, or our opinions, or ratings. Our ratings are based on our objective rating criteria and methodology; and the results are always equally and fairly applied to each broker. The work of our content authors and research groups does not involve any interaction with our advertisers and they do not have access to data concerning the amount of advertising purchased. For over 10 years we consider our independence, absolute openness, and objectivity as our main priority. Please follow the links to each of our affiliated broker’s websites. This will help Tradersunion.com to continue to provide our services to you for free.

onepercentfortheplanet.org World Association of News Publishers https://gdpr.eu/ GDPR