About this work
Artificial intelligence and digital payments are moving technological disruption into the center of macroeconomic analysis. Introducing a series on growth, trade and capital allocation, this overview examines early signals from US investment spending and international financial flows. AI investment is already contributing to activity, although its magnitude remains difficult to estimate, making consistent measurement essential.
Cite this work
Marcello Estevão, Jonathan Fortun, Ivan Burgara, Leila Hamilton, Anduin Li (2025). Global Macro Views: Global Disruption Brief - Disruptive Technologies and Macroeconomic Impacts. Institute of International Finance.