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Tech Trumps Tariffs: US Exceptionalism and the AI Productivity Boom

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While the consensus market outlook since the April 2nd “Liberation Day” tariff shock has been pessimistic about the US economic outlook, this pessimism ignores how market discipline, institutional guardrails, and the scale of AI-led investment — spanning advanced semiconductors, automation, and the data-center build-out — are likely to outweigh any stagflationary drag.

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