The AI Economy: A Roadmap

2026

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The AI Economy: A Roadmap.pdf

1) This report provides a comprehensive roadmap for understanding and navigating the economic implications of Artificial Intelligence, offering insights into its impact on growth, inflation, labor markets, and asset allocation.

2) * A detailed framework for assessing AI's economic impact from three perspectives: actual GDP growth, long-term potential growth, and the macro regime.
* An analysis of the AI investment "flywheel," exploring the interplay of productivity, compute demand, capex, energy, and financing.
* An examination of AI's influence on various asset classes and the implications for portfolio construction in the evolving AI economy.

3) AI, Economy, Roadmap, Investment, Asset Allocation

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