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Economist "Dr. Doom" has downgraded his expectations for a U.S. economic recession and turned bullish, predicting that U.S. stocks and the American economy will benefit from the AI and energy revolution.
Odaily News Economist Nouriel Roubini, known as "Dr. Doom", recently stated in an interview that he has lowered his expectations for a recession in the U.S. and has turned bullish. He predicts that driven by new technologies such as artificial intelligence and nuclear fusion energy, the U.S. may experience a cycle of investment and productivity boom before 2030, with GDP growth expected to rise from the current 2% to 4%. U.S. stocks (such as the S&P 500) are also expected to maintain a high single-digit rise by 2025. He believes that the effect of AI is being rapidly unleashed, the commercialization of nuclear fusion is approaching, and the market's responsiveness to Trump's policies is strengthening. These factors together support his optimistic judgment about the economy. Although he remains alert to structural threats such as geopolitical conflicts and debt risks, he considers the overall risk to be "controllable." Roubini also emphasized that he has always been a "realist" and not simply pessimistic, and that the title of "Dr. Doom" is not accurate.