Updates – Webinar

Former Azure Lead on Microsoft Earnings

October 30, 2025

Past Performance is No Guarantee of Future Results

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INVESTMENT UPDATES

The AI (Artificial Intelligence) Super-Cycle
The Outlook for the Yuan (Renminbi)
China’s Trade Surplus, Global Liquidity, and the AI Capital Cycle
Rising AI productivity combined with a flattening labor market, the business cycle impact on monetary policy
A Second Look at Tariffs and Their Impact on the Macroeconomy

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