Pantheon Macroeconomics

Best viewed on a device with a bigger screen...

24th Feb 2026 10:10USDaily Monitor
  • AI-related capex and wealth effects from gains in tech stocks were major growth tailwinds in 2025.
  • AI’s impact on productivity is less clear, although we see tentative signs of an small boost emerging.
  • The impact on the labor market still appears modest, despite the scare stories. 

This publication is only available to U.S. (Monitor) subscribers

Related Publications

No results...

Are you taking full advantage of our daily publications?

Pantheon Macroeconomics produce daily publications for U.S., Eurozone, Latin America, UK and Asia, as well as analysis on key data within a few minutes of their release.

U.S. Economic Research
Eurozone Economic Research
Latin America Economic Research
UK Economic Research
Asia Economic Research
 

Sign up for your complimentary trial

To start your complimentary trial, highlight the areas you are interested in subscribing to and click next.

United States

Eurozone

United Kingdom

China +

Emerging Asia

Latin America

Next

 
Consistently Right
Access Key Enabled Navigation
Keywords for: 26 February 2026 US Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence