25 March 2026 US Monitor The disinflationary case for AI is far from clear cut
23rd Mar 2026 19:20USDaily Monitor
- Calls that AI already justifies lower interest rates look ill-founded, given the limited productivity boost so far.
- AI might prove more disinflationary in the future, but the picture is highly uncertain.
- A faster “speed limit” for the economy seems more likely than much lower inflation and interest rates.
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