Real activity in China and U.S. is lackluster outside AI and semis, Bob Elliott notes

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Real activity in China and U.S. is lackluster outside AI and semis, Bob Elliott notes — AI and semis drive growth alone

Bob Elliott, co-founder and CIO at Unlimited, observes that recent hard data from China and the U.S. show muted real economic activity outside of the artificial intelligence and semiconductor sectors.

According to Elliott, these areas are not strong enough to stimulate the core of either country's economy at this time.

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Elliott has previously highlighted that the housing market began to weaken before the recent spike in long-end yields, as tracked by the March Case-Shiller index in recent analysis. He has also attributed April's rise in new orders at Boeing to backlog expansion, cautioning that production increases may be delayed despite order momentum, according to a separate note. These observations form part of Elliott’s ongoing tracking of sector-specific activity in the broader economy.

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.

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