Curated Capital sees AI stock sell-off nearing end
QQQ•Curated Capital says the AI stock sell-off is likely nearing its end, while slower U.S. capital spending growth is manageable. Its analysis projects U.K. inflation just above 4% early in 2027 and GDP growth of 1.8% in 2026 and 2% in 2027.
1. Market and UK outlook
Curated Capital says the AI stock sell-off is likely nearing its end, viewing slower U.S. capital spending growth as manageable rather than structurally damaging. The analysis says the Bank of England’s 0.25-percentage-point rate increase to 4% risks a policy error, projects U.K. inflation will peak just above 4% early in 2027, and estimates GDP growth of 1.8% in 2026 and 2% in 2027.
