Dr. George Athanassakos argues that investors are over-optimistic about interest rate cuts and the effect of AI on productivity in his latest article, titled "Investors are once again optimistic, driven by expectations of interest-rate cuts and AI", which was published in the Globe and Mail (Report on Business), p. B8 on January 10, 2025. To find out why, View PDF.
This article is a shortened (and more polished) version of Dr. Athanassakos' article "Why I fear Wednesday's stock selloff is only a small taste of what's to come" which appeared in the Globe Investor Magazine online on December 19, 2024.