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Bloomberg's global chief economist Tom Orlik offered the assessment that the White House has strategically bet on U.S. AI as a growth engine and a core pillar for safeguarding competitiveness, and therefore the probability of imposing restrictions on the key hardware supply chain supporting the domestic AI industry is relatively low. In the same report, Orlik also noted that since 2024, foreign investors buying U.S. securities have preferred stocks and corporate bonds over Treasuries, with capital inflows near the highest level since data began, in sync with the AI investment boom; Bloomberg Economics has raised its estimate of the natural real interest rate to about 2.6%, judging that the world has entered a new cycle of a higher neutral interest rate. This assessment is currently presented by Yicai reporting, with no subsequent factual developments yet.
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Bloomberg Chief Economist Tom Orlik: The White House Has Made a Strategic Bet on AI as a Growth EngineDevelopments
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Nov 3
Yicai
Bloomberg Chief Economist Tom Orlik: The White House Has Made a Strategic Bet on AI as a Growth Engine
Bloomberg Global Chief Economist Tom Orlik said the White House has strategically bet on U.S. AI as a growth engine and a core pillar of competitiveness, so the probability of imposing restrictions on the key hardware supply chain supporting the domestic AI industry is relatively low. He also noted that since 2024, foreign investors buying U.S. securities have preferred stocks and corporate bonds over Treasuries, with capital inflows near the highest level since records began, in sync with the AI investment boom. Bloomberg Economics has raised its estimate of the natural real interest rate to about 2.6%, judging that the world has entered a new cycle of a higher central interest rate.