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On AI, economists shouldn’t cosplay as accountants
May 19, 2026

On AI, economists shouldn’t cosplay as accountants

AI isn't just boosting tech stocks, it may be quietly propping up the entire economy.

This piece argues the real impact of the AI boom is massively understated, with ripple effects hitting:

  • consumer spending
  • industrials
  • state tax revenues
  • and global growth

in ways GDP data completely misses.

📥 Download the full report now.

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Renaissance Macro Research LLC (“RenMac”) provides macroeconomic and market commentary for informational and educational purposes only. This material does not constitute investment advice, an offer to buy or sell securities, or a recommendation regarding any investment strategy.