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Carlyle's Thomas Says It's Hard to Be Bearish Amid Capex Boom

Jason Thomas, head of global research and investment strategy at Carlyle, stated that US policies and the AI buildout are driving markets, with nominal GDP growth excessively influenced by inflation and the Federal Reserve's stance shifting to a dovish position simply by holding rates steady. Thomas spoke on "Bloomberg Open Interest" during a discussion on market conditions.

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6/10

Wednesday, June 24, 2026 at 10:59 AM EDT

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