The Macroeconomic Effects of AI Technology Shocks (Banca d'Italia)
The paper analyses the macroeconomic effects of artificial intelligence (AI) innovation in the United States. To…
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Japan Macro Watch: Mind the Reversals (Fidelity International)
Coordinated intervention and hawkish BOJ signals have stabilized the Japanese yen, but sustained strength depends…
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AI Feedback Loops and the Conditions for Explosive Growth (VoxEU)
This column develops a framework for understanding how AI may transform the economy through new feedback loops. It…
Pricing in Chaos: Rethinking Market Behaviour in a Shock-Driven World (EIU)
Economic cycles still matter, but they no longer provide a sufficient map for strategy. As geopolitical shocks…
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