EPISODE · Feb 6, 2026 · 16 MIN
Tech sell-off, AI winners and losers, and reasons to be optimistic about productivity
from The Weekly Briefing from Capital Economics · host Capital Economics
In this week’s episode, Neil Shearing talks to Vicky Redwood and John Higgins about a tumultuous week in equity markets, how AI is creating winners and losers, and whether there’s any evidence that AI is starting to lift productivity growth in economies. AI already making a big contribution to productivity growthChina’s AI rollout could rival the US
What this episode covers
In this week’s episode, Neil Shearing talks to Vicky Redwood and John Higgins about a tumultuous week in equity markets, how AI is creating winners and losers, and whether there’s any evidence that AI is starting to lift productivity growth in economies. AI already making a big contribution to productivity growthChina’s AI rollout could rival the US
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Tech sell-off, AI winners and losers, and reasons to be optimistic about productivity
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