Capital Group economist Darrell Spence, who has covered the U.S. economy for more than three decades, separates AI hype from the evidence, explaining how much growth the current capital-spending boom is actually buying, where productivity gains are most likely to show up, and who benefits when they do. He also looks to earlier investment cycles for a sense of how long this one will last. The spending is real, but Spence makes the case that enthusiasm and economic resilience are not the same thing — a distinction that matters more as consumer spending softens, inflation persists, and tariffs push up costs.
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