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'We're Going to See a Productivity Revolution' Due to AI: BlackRock's Rick Rieder, Sonic AI
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'We're Going to See a Productivity Revolution' Due to AI: BlackRock's Rick Rieder
Bloomberg Podcasts
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May 5, 2026
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10:39
Interview
'We're Going to See a Productivity Revolution' Due to AI: BlackRock's Rick Rieder
Rick Rieder
(CIO of Global Fixed Income, BlackRock, guest)
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Executive Summary
economy is experiencing a 'two-speed' growth model, with strong AI investment and high-end consumption driving 6% nominal GDP, while rate-sensitive sectors like housing and manufacturing are in recession.
This economic dichotomy creates a rationale for the Federal Reserve to cut interest rates to support struggling sectors, even amidst high overall growth, challenging traditional monetary policy approaches.
A major technology-driven productivity revolution is underway, which is expected to suppress long-term inflation but will also cause significant, multi-year labor market dislocation.
Equities are currently favored over long-duration bonds due to strong corporate earnings and technical factors, but a clear policy shift to lower mortgage rates could be the catalyst to invest more aggressively in long-term Treasuries.
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The Great Disconnect: Equities vs. Bonds
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The Coming Productivity Revolution & Labor Dislocation
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