LNJ GreenPET partners Sumitomo on r-PET project in India

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An unwind of the AI trade represents the clearest potential catalyst for a reversal, says Wall St bank

Good morning. It’s Jeremy here, filling in for Andrew who, along with many of my Fortune colleagues, is kicking off Fortune Brainstorm Tech in Deer Valley, Utah today. Check out fortune.com for coverage of the mainstage sessions. Over the weekend,…
No fewer than three of the Fed’s regional central banks offer what are called “nowcasts” of GDP growth — and they all are telling very different stories about the U.S. economy.

When Warren Buffett praises your strategy—even as the owner of rival Geico—it’s tempting to take a victory lap. Progressive CEO Tricia Griffith resists. “It doesn’t influence my thinking,” she says, though she concedes the veneration fuels her resolve. “You can…