Infrastructure overinvestment and long-term gains

Where is the big macro payoff from the surge in artificial intelligence investment? And is AI wiping out entry-level jobs? The latest episode of The Weekly Briefing from Capital Economics unpacks these questions and examines what this new wave of technology really means for growth and labour markets.

The episode also marks the reopening of the US government with a clear assessment of the economic outlook, and explores how fiscal risks are disrupting politics across the US and Europe. These pressures are set to shape policy debates well into 2026.

Analysis and events referenced in this episode

Read: How to think about AI investment
Read: Has the AI “jobpocalypse” begun?
Read: China summer investment slump likely to be short-lived
Watch: EM Drop-In: India at the geo-economic crossroads
Capital Economics events