To a master data-cruncher like Slok, it doesn’t make much sense that AI expectations have “sparked a macro conversation about a coming rise in the unemployment rate,” given that he sees no change in the “underlying incoming economic story of a strong U.S. economy driven by AI spending, the industrial renaissance, and the One Big Beautiful Bill.” Slok added that he thinks this narrative is wrong, that AI adoption will take much longer than the next 12 to 18 months mentioned in these viral essays, and the risk of an overheating economy is larger than, say, unemployment going to 10%.
每到这时,就是在灶膛边守了一早上的孩子最快乐的时候了。大人总会挑出一两个最先膨胀的灰豆腐来,搁在灶台上晾一晾,拍拍上面的灰,顺手撕开,递到那巴巴张着的小嘴里。即便什么佐料也不蘸,那股子朴素扎实的豆香与柏香,也足以让我们垂涎三尺。
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