IMF Chief Economist: No AI Productivity Gains Visible Yet

The gap between AI investment narratives and measurable macro output is the real story here. This matters for anyone pricing an AI-driven productivity boom into markets, from equities to the crypto and RWA sectors that lean on the same growth thesis. The IMF's admission that the data simply isn't there yet, with no timeframe offered, keeps the burden of proof on the optimists. Whether productivity gains eventually surface in the figures, or remain a forecast rather than an observation, is the open question.