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KDI 경제교육·정보센터

ENG
  • 경제배움
  • Economic

    Information

    and Education

    Center

최신자료
AI and the global economy: implications for central banks
BIS
2026.09.15
[Key takeaways]
- The AI boom is driving a large, increasingly debt-financed investment surge and boosting trade and equity markets, generating sizeable terms-of-trade and wealth effects that differ across countries.
- The productivity payoff from AI, though potentially large, remains uncertain and uneven, across both sectors and countries.
- By simultaneously affecting demand and supply, AI blurs cyclical signals, complicating central banks‘ assessment of underlying economic conditions and monetary policy calibration.