The Case for a U.S. Productivity Boom

The Case for a U.S. Productivity Boom

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Tani Fukui Shan Ahmed Drew T. Matus
MAR 26, 2024
The Case for a U.S. Productivity Boom
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Key Takeaways

  • We expect the U.S. economy to experience a productivity boom, not stagnation, in the coming years.
  • Demographics, technology and investment trends suggest the neutral rates in the economy are likely to be higher over the next investment horizon.