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Innovation, Jobs and Inflation: Lessons from 250 Years of Disruption | March 4, 2026| Deutsche Bank Research Institute #Report

Reuters: Oil prices have been a consistent disinflationary force for the U.S. and global economies since mid-2024. That may be about to change.

Fueled by signs of a solid upturn in economic activity at the start of the year and bubbling [U.S.-Iran…

The report "Infl-AI-tion Risks" by Frank Flight, a Macro Strategist at Citadel Securities, argues that while markets are currently fixated on the deflationary potential of AI (labor displacement), the actual near-term risk is higher-than-expected inflation.

Citadel offers "conceptual pushback" to the popular narrative that AI will quickly lower costs, highlighting several factors that are instead driving…

The problems in software will not become a macro problem because the underlying US economy is about to take off.

There are three strong tailwinds to growth over the coming quarters:

1. Many financings for data centers have already been committed for 2026.

US GDP growth is accelerating because of the One Big Beautiful Bill, the AI boom and the ongoing industrial renaissance. As a result, inflation pressures are building, driven by higher wages, higher commodity prices and a weaker dollar, see charts.