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How AI productivity is reshaping the Fed’s 2026 economic outlook

DeFi Daily News by DeFi Daily News
December 30, 2025
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Listen and subscribe to Stocks In Translation on Apple Podcasts, Spotify, or wherever you find your favorite podcast.
One word may explain the market’s next big move: productivity.

In this episode of Stocks in Translation, Fundstrat economic strategist Hardika Singh joins host Jared Blikre and Yahoo Finance Senior Reporter Brooke DiPalma to discuss productivity in the AI era. Singh explains why the Federal Reserve is increasingly confident that AI is boosting output without stoking inflation, lifting growth expectations for 2026. The group also breaks down what productivity means for corporate profits, the labor market, and high-beta AI winners like Micron (MU), where rapid gains come with elevated risk.

Twice a week, Stocks In Translation cuts through the market mayhem, noisy numbers and hyperbole to give you the information you need to make the right trade for your portfolio. You can find more episodes here, or watch on your favorite streaming service.
For more Stocks in Translation, please visit: https://finance.yahoo.com/videos/series/stocks-in-translation/
#youtube #stocks #podcast

About Yahoo Finance:

Yahoo Finance provides free stock ticker data, up-to-date news, portfolio management resources, comprehensive market data, advanced tools, and more information to help you manage your financial life.

– Get the latest news and data at finance.yahoo.com

– Download the Yahoo Finance app on Apple (https://apple.co/3Rten0R) or Android (https://bit.ly/3t8UnXO)

– Follow Yahoo Finance on social:

X: http://twitter.com/YahooFinance
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LinkedIn: https://www.linkedin.com/company/yahoo-finance

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Tags: BondsbusinessCurrenciesEconomicEquitiesFedsFXInvestingInvestmentMarketMarketsMoneyNewsNYSEOutlookPersonal FinancePoliticsproductivityReshapingSavingsStock marketstocksYahoo FinanceYahoo FInance Premium
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