AI economy fuels industrial growth while consumers face job risks

Feb 23, 2026, 1:00 AM10

(Update: Feb 23, 2026, 1:00 AM)

Morgan Stanley

U.S investment bank

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AI economy fuels industrial growth while consumers face job risks

Morgan Stanley's report announces a shift to an investment-led economy focused on generative AI and data-center capex.
While investments are booming, the outlook for consumers remains negative due to a low savings rate and rising debt.
The generative AI era signals an economic realignment that prioritizes heavy infrastructure investment over consumer consumption.

Morgan Stanley

U.S investment bank

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