What's catching attention in financial markets: Top execs at major US banking institutions are increasingly bullish on AI's economic impact heading into 2026. The consensus? Artificial intelligence will be a significant driver of strong economic expansion next year.

Why this matters for market watchers—traditional finance leadership signaling confidence in AI's real-world productivity gains typically precedes broader risk-asset demand. When legacy financial powers embrace technology-driven growth narratives, capital tends to flow accordingly across asset classes. 2026 is shaping up as a year where macro tailwinds from AI adoption could influence everything from equity markets to alternative assets.

The playbook: institutional institutions positioning for growth, supply constraints potentially tightening, and innovation cycles accelerating. Worth monitoring how this macro thesis plays out.