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The AI-Driven Productivity Tide May Not Lift All Boats

Source: SeekingAlpha

2026-02-20 01:55:00 ET

In recent editions of Macro Signposts , we’ve emphasized how U.S. policy changes coinciding with the emergence of a new general-purpose technology ((AI)) may be accelerating adoption and diffusion of that technology – while also driving economic adjustments. So far, those adjustments have supported relatively stable real GDP growth in the U.S., but we see fragilities under the surface....

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The AI-Driven Productivity Tide May Not Lift All Boats
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