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67歲的馬興瑞去年7月卸任新疆黨委書記,官方當時通報「另有任用」,但此後始終未公布其新職,亦未宣布是否被立案調查。自去年11月起,他已接連缺席中共政治局集體學習、中央經濟工作會議、政治局民主生活會,以及今年1月的中央紀委全體會議等重要會議。

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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%.