Tailwind: AI Stagflation Productivity Lift

AI automates 23% of exposed tasks, lifting GDP levels 1.5% by 2030 vs consensus fade-to-zero growth impact
Stagflation persists with 3-4% inflation from AI supply bottlenecks despite weakening 1.5-2% GDP growth
Monetary policy constrained, neutral rates rise 0.5% from AI capex, delaying full productivity benefits

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