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Gross Domestic Product (GDP)

2 articles on this topic, newest first.

A 2027 Playbook: Stop Watching the Business Cycle, Start Watching Where the Money Flows

A new Korean economics book, "The Reverse Flow of Money," argues that interest rates still act like gravity on every asset, but AI and chips are pulling in capital strong enough to defy it. For investors, the question is not the average growth rate but where that money goes, and where it eventually turns into cash flow.

MacroSeptember 20, 2026

Why Elon Musk's 4% Growth Call Deserves a Serious Read

Musk says AI could double US GDP growth next year, from 2% to 4%. The number itself matters less than the idea behind it: intelligence turning from scarce labor into replicable capital. If that premise holds, the rules of economics and markets shift too.

MacroSeptember 19

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