Artificial intelligence and the global economy

The economic and market impact of artificial intelligence

How AI will transform the global economy

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New analysis: Is China overtaking in AI?

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Here's how AI will transform the global economy, from the impact on productivity and jobs to the consequences for inflation, regulation and financial market returns. And for a clear picture of what AI means for the global economic order, don't miss our proprietary AI Economic Impact Index.

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AI, Economies and Markets

Our Spotlight 2023 report presents the full macro and market implications of artificial intelligence. Explore the chapters below and also see our proprietary CE AI interactive dashboard.

AI, Economies and Markets: Executive Summary

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AI, Economies and Markets: Executive Summary

Group Chief Economist Neil Shearing outlines the key takeaways from our report about the economic and market implications of artificial intelligence.
Chapter 1: AI – What’s all the fuss about?

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Chapter 1: AI – What’s all the fuss about?

Why the promise of AI has become a reality, where large language models go from here and why we think AI should be considered a general-purpose technology.
Chapter 2: AI's economic revolution

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Chapter 2: AI's economic revolution

How GPTs transform economies, the size and scope of AI's coming productivity boost, and potential barriers to adoption.
Chapter 3: AI, jobs and prices

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Chapter 3: AI, jobs and prices

On AI's potential for labour market disruptions – including whether the technology's adoption will lead to mass layoffs – and its inflationary risks.
Chapter 4: The policy dilemmas from AI

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Chapter 4: The policy dilemmas from AI

How should governments respond to AI? Is the technology another argument for a Universal Basic Income and what are the monopoly risks around its development.
Chapter 5: AI and the global economic order

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Chapter 5: AI and the global economic order

What our AI Economic Impact Index says about economies racing to develop and adopt the technology and AI's role within the fracturing of the global economy.
Chapter 6: Blowing bubbles? AI's financial market implications

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Chapter 6: Blowing bubbles? AI's financial market implications

What are AI's implications for interest rates, bond yields and equities? Are AI-linked equity valuations justifiable and what are the risks of another tech-driven stock market bubble?
AI, Economies and Markets: Full PDF

CE Spotlight

AI, Economies and Markets: Full PDF

The full report 'AI, Economies and Markets: How artificial intelligence will transform the global economy' is available for Capital Economics clients to read in pdf format.
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Capital Economics' definitive guide to AI's coming productivity boom – and how it will reshape economies and help define market returns.

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Listen to our latest podcast "Is AI coming for our jobs?"

From hope to reality to hype and hysteria. The rapid development and adoption of generative artificial intelligence may be keeping headline writers busy, but is there anything to their warnings about the technology’s roll-out leading to mass unemployment?

In this special episode of our The Weekly Briefing, Senior Economic Advisor Vicky Redwood and Deputy Chief UK Economist Ruth Gregory discuss AI’s potential as an economic game changer and what that could mean for labour markets.

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