Abiel Reinhart
Member of the U.S. economics team at JPMorgan who researches macroeconomic effects of technology and AI-related capital expenditure and discusses implications for growth and productivity.
Best podcasts with Abiel Reinhart
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Sep 23, 2025 • 27min
Global Data Pod Research Rap: The growth effects of AI capex
Abiel Reinhart, a member of JPMorgan's U.S. economics team, dives into the recent surge in tech investment and its influence on U.S. GDP growth. He reveals that tech spending accounted for a significant portion of growth in early 2025, but cautions that this rate may not last into 2026. Discussions cover the implications of mismeasuring tech investments, the impact of AI on productivity, and how U.S. imports benefit certain countries like Taiwan. Abiel also addresses the discrepancy in payroll growth and forecasts a slower pace for future capex despite high spending.
Oct 16, 2025 • 26min
Beyond the Surface: The US Shutdown – Economic and Market Perspective
Abiel Reinhart, an Executive Director and Economist at J.P. Morgan, dives deep into the current U.S. federal government shutdown. He discusses the political tensions around healthcare subsidies that ignited the crisis. Reinhart estimates a small but immediate GDP impact and outlines potential labor market disruptions, including furloughs and layoffs. He also explores how consumer sentiment is shifting and the implications for the Federal Reserve's policy decisions amidst these uncertainties.
