Deep Tide TechFlow news: On July 28, citing a report by the Bank for International Settlements (BIS) based on data from Jintou Data, the BIS said that the AI boom is affecting macroeconomic judgments through investment, asset prices, and demand expansion, increasing the risk of “calibration errors” by central banks in setting interest rates.

The report noted that, in the short term, AI-related infrastructure investment and consumption may push up inflation; in the long term, it may produce a disinflation effect due to improved productivity, but central banks currently find it difficult to accurately distinguish between the two. If productivity gains are overestimated and inflation pressures are underestimated, interest rates may be kept too low, accumulating inflation risks.

Meanwhile, the Monetary Authority of Singapore warned that global growth is becoming increasingly dependent on the AI and semiconductor industries. If related investment cools down, it may weigh on the global economy and hit Asia’s exports and supply chains.