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Bloomberg Surveillance · Friday, August 14, 2026

AI's Macroeconomic Impact: Disinflationary Potential and Transition Challenges

Discussions draw parallels between current economic debates around AI and similar discussions in the late 1990s regarding technological evolution. Experts suggest that AI-driven capital deepening tends to be disinflationary and may not lead to massive job losses, although a transition period with potential winners and losers is expected.

The tape

2 quotes
And you know they'll be winners and losers. But from a macro standpoint, this is actually it tends to be disinflationary. It doesn't tend to result in massive job losses, but there's a transition peeded and we're sort of, I think, in that moment right now. So I go back a lot to when I was studying economics and it's useful.
Speaker 4
What does new technological you know, evolution, What does it mean? Does is it disinflationary? Does it raise our star?
Speaker 4
Heard on Bloomberg Surveillance — “Rising Equities and Bond Yields, published Friday, August 14, 2026. Heardvine summarizes and quotes with attribution and timestamps, and links to the original everywhere.
Transcribed via publisher transcript · $0.00
AI's Macroeconomic Impact: Disinflationary Potential and Transition Challenges — Heardvine