#村长听写# Jun 2 2026 [第5332次]
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上期答案：
20260601
American economy’s done really quite well both in the long run or the medium run but also even since Donald Trump took over and that feels quite odd given the kind of forecasts of problems from tariffs and from migration and all the things that we and others have written about and the way we found to resolve this paradox was to realize that actually the American economy was really set up for an extraordinary year in 2025. there was a strong baseline going in for the reasons we discussed and then a number of boosts even ahead of that that were much stronger than expected coming through and those are the first of those sort of blue bars that we have up on the chart there. So starting from the baseline which we pull out of pre-Trump forecasts we then see that actually is a big boost from tax cuts. So there’s more of that yet in 2026, but in 2025 there’s already some a boost from stock markets doing very well, which is partly fueled by by optimism about Trump to a degree, but really mostly fueled by the extraordinary advances in AI. And then even beyond that, a specific kind of data center boom that we label AI capital expenditure that you can see in the numbers, too. 完整文本和翻译在听写群内分享 http://t.cn/AXXUb4qc