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Bondcast Speakers' Corner: AI, productivity and market risk
In this edition of Bondcast: Speakers’ Corner, Imogen Bachra is joined by NatWest Director of Innovation, David Greenwald, to explore one of the defining market themes of 2026: artificial intelligence. The discussion examines whether markets are pricing in AI-driven productivity too quickly, how AI could reshape inflation and central bank thinking, and why governments are increasingly viewing AI as a strategic geopolitical asset.
Key takeaways
* Markets remain optimistic about AI, but significant uncertainty surrounds the timing and scale of productivity gains.
* Infrastructure bottlenecks…
The skinny
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