Daiwa increases its growth forecast for the US GDP to 2.6%

Morgan Stanley has raised its forecast for US economic growth in 2026 to 2.6% due to the inclusion of "stronger capital expenditure assumptions," pointing out that business investment related to the growth in spending by large cloud computing companies is more stable. However, Morgan Stanley also warns that the biggest risk to the US economy is no longer trade protectionism, but rather the risk of an AI bubble.