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US growth: technology sector masks structural weakness

According to Gilles Moëc's analysis, removing the US technology sector reveals much more modest economic growth than officially reported.

Published 13sem1 sourceNotableupdated 4sem
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The fact

American stock market dependence on a few tech giants creates significant risk concentration.

This reality raises questions about the sustainability of the US stock market rally if the tech sector corrects.

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Auto-synthesis from 1 media source · identified on June 11, 2026
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