It’s not the tariff policy. It's the underlying consumer that has been forecasting to go into a recession now for almost five years. It never appeared. The economy is doing very well. Part of it is because of the optimism around AI. It's starting to show up in all 11 sectors of the economy. Obviously, there's some jobs, displacements, we can talk about that, as a result of it, but this underlying force is quite something. It's probably going to enhance earnings, which is one of the reasons the market remains so high and productivity in the country.
It’s not the tariff policy. It's the underlying consumer that has been forecasting to go into a recession now for almost five years. It never appeared. The economy is doing very well. Part of it is because of the optimism around AI. It's starting to show up in all 11 sectors of the economy. Obviously, there's some jobs, displacements, we can talk about that, as a result of it, but this underlying force is quite something. It's probably going to enhance earnings, which is one of the reasons the market remains so high and productivity in the country. ♬ original sound - Mr. Wonderful
