Economics for Investment Q1 - The AI Economy

Our latest Economics for Investment flagship publication provides clients with detailed economic and market information on the major economies - US, China, Euro zone, UK and Japan. The Focus section looks at recent productivity trends.

AI is dominating the outlook at the moment, driving growth in the US economy via the data centre build-out and through wealthy Americans spending their stock market gains. The US is likely to grow strongly again in 2026 due to AI, with attendant inflation risks. But if AI delivers the productivity gains hoped for, and soon, inflation could be managed. Europe, the UK and Japan are all growing modestly. China faces a continuing difficult restructuring as it struggles to deal with chronic over-investment and over-capacity.

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