与「inflation」相关的搜索结果

On te vend depuis 40 ans que sans « sensibilité de gauche », les gens crèvent de faim. C’est exactement l’inverse de ce que disent les chiffres. 1990 : 2,3 milliards d’êtres humains en pauvreté extrême. 38 % de l’humanité. 2025 : 808 millions. Environ 10 %. 1,5 milliard de personnes sorties de la misère absolue en 35 ans. La plus grande réduction de souffrance humaine de toute l’histoire de l’espèce. Qui a fait ça ? Pas l’aide internationale. Pas les ONG. Pas les programmes de redistribution. Pas la sensibilité de gauche. Le marché. L’ouverture commerciale. La Chine de Deng qui abandonne le maoïsme en 1978. L’Inde qui libéralise en 1991. Le Vietnam, l’Indonésie, le Bangladesh qui s’ouvrent au capitalisme. Les seuls endroits où l’extrême pauvreté a explosé sur la même période ? Le Venezuela socialiste (de 27 % à plus de 80 % en dix ans, inflation à 130 000 %, un Vénézuélien moyen qui a perdu 11 kilos). La Corée du Nord. Cuba. Le Zimbabwe de Mugabe. La gauche ne nourrit pas les pauvres. Elle les fabrique. Le capitalisme produit tellement de richesse que même ses « perdants » américains vivent mieux que la classe moyenne soviétique. Un pauvre américain a un frigo, une voiture, un téléphone, la clim et internet. Un pauvre cubain attend du riz. Et le « social américain est un désastre » reste une légende française. PIB par habitant US : 80 000 $. France : 45 000 $. Un Mississippien (l’État le plus pauvre des États-Unis) a un revenu médian supérieur au Français moyen. Dans un système libéral, il y a plus de richesse créée, plus largement distribuée, et beaucoup moins de pauvres. Partout. Sans exception. Sur toutes les périodes mesurées. Être de gauche en 2026 face à ces données, ce n’est plus de la sensibilité. C’est préférer la posture morale aux résultats. La compassion sans résultats, ça s’appelle de la vanité.

“Money won’t matter in 2036,” claims @elonmusk on the latest episode of The Insider. He tells @zannymb, The Economist’s editor-in-chief, how people will live when AI and robots can do every job and why he expects deflation, not inflation:

Inflation pressures and geopolitical tensions have left an impact on the markets this year. But what does this mean for investors? Get perspective from a Schwab expert with the 2026 Global Mid-Year Outlook in 2 Minutes on the Markets. For more:

FedWatch Advisors CIO Ben Emons (@Marcomadness2) says the memory and AI sell-off is tightening financial conditions, and those tighter conditions could help dampen inflation by slowing investment and cooling the broader economy.

I spoke with @jvisserlabs to break down the AI stock slowdown, why China's new Kimi K3 model is upending the AI trade, and the hidden cultural bias baked into these systems. We also discuss the cooler inflation report, Fed Chair Kevin Warsh's early moves, Bitcoin's reaction, and why robotics could be the next big AI trade. YouTube: Spotify: Apple: TIMESTAMPS: 0:00 - Intro 0:50 - AI stock unwind & the summer slowdown 5:45 - Framework for picking AI winners 7:1 3 - China's Kimi K3 & open source vs. closed models 11:09 - Model routers & how many models is too many? 17:46 - The hidden "cultural weights" in AI models 22:37 - Inflation report & Fed reaction 32:28 - Bitcoin's reaction & crypto allocation 39:26 - Nasdaq outlook & where he's avoiding 45:09 - Software stocks & what is the next trade?

🇺🇸🇮🇷 The worst case for this war now has a number: $250 oil and 11% inflation by the fall Edward Dowd ran money at BlackRock and now models exactly this kind of shock, and his May call, $125 oil peaking then rolling over, played out in print. The new worst case: Gulf energy infrastructure starts coming apart, oil runs toward $250 FAST, and his model puts inflation between 8 and 11 percent by early fall. The mercy in the math: prices that high destroy demand so quickly they cannot hold, and the spike itself tips the world into recession. Which means Sunday night is the thing to watch. Markets have learned this war's rhythm, escalation talk on weekends, then a headline about Iran wanting a deal before futures open. The first weekend that pattern breaks, this becomes a different market. The home fuse is credit. The AI buildout leaned on private credit for its financing, and that market has gone cold, withdrawals frozen and early bankruptcies landing. Credit ends every party; stocks find out last. His compass has one needle: "Watch the price of oil and it'll tell you how the war is going." The baseline stays a painful but ordinary recession, on one condition. Oil under $100. But it is climbing. @DowdEdward

At its peak, Sun Microsystems was valued at 205B (394B if inflation adjusted). Sold software in enterprise servers. Got disrupted by Linux, x86, and commodity hardware. Ended up selling to Oracle for 7.4B, losing 96% of its value. Open source models running on local hardware can have a similar impact given what’s going on.