2 Comments
Feb 8Liked by James Pethokoukis

I doubt that AI is going show up in productivity figures so early in the game. So I agree that the labor market is the reason for the upshift. This is why central banks should probably formally adopt NGDP targeting... to keep the labor market tight.

We want a tight labor market as this pushes up wages and drives innovation.

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got spoiled with the links today. great as always! thanks james.

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