Working paper

Growth expectations in the AI era

GDP forecast levels, stated uncertainty and high-growth probabilities in the US and euro-area Surveys of Professional Forecasters. This revision centers the limited shift toward a growth boom, reports the increase in the ECB's small upper tail, and distinguishes unconditional expectations from AI scenarios. Figures and survey statistics compute from the accompanying outputs.

Revision 5 · 2026-09-19 · Max Ghenis

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