Prioritizing total-factor productivity instead of debt-to-GDP ratio, Nikko Asset Management’s chief strategist lays out a scenario by which the U.S. economy could recover.
The American artificial intelligence industry is far ahead of the rest of the world, it notes, and you don’t have to worry about Skynet from “The Terminator.”
Artificial intelligence-fueled productivity should expand margins by 4 percentage points, the firm projects, but it won’t happen right away.
Polls show white-collar workers want to go back to the office, at least for some of the time.
Pantheon’s Shepherdson finds that need for hiring amid solid economic growth calmed worries.
Tech advances like AI, plus Fed restraint, may at last lift it out of the doldrums, Natixis’ Lavorgna believes.
This further fuels the debate over whether corporate America favors investors now or its long-term future.
Productivity, industry concentration, working insecurity, and baby boomers make up Natixis economist’s list.
Boost of over 20% in first quarter, if sustained, might help lagging productivity gains.