Faster, Please! • 1370 implied HN points • 05 Feb 24
- There may be a tug-of-war between AI-led productivity gains and the budget impacts of retirees and falling population growth.
- The analysis examines key megatrends like technology, demographics, fiscal deficits, globalization, and energy transitions.
- Two scenarios are presented: One where aging population and retirees limit growth, and another where productivity surges through AI-led automation.