פארגעסט פונעם "פעד": אמעריקע'ס עקאנאמישער בום ווערט באמת געטריבן דורך טעכנאלאגיע און עי-איי.
'Dr. Doom' Roubini Does a 180 — Says US Inflation Is Dying and the AI Tech Boom Is Running the Economy, Not the Fed
One of Wall Street's most closely watched — and historically bearish — economic voices is sounding a strikingly optimistic note about the American economy in 2026. Nouriel Roubini, chairman of Roubini Macro Associates and senior economic strategist at Hudson Bay Capital, declared in a high-profile Bloomberg TV interview that US inflation is on a clear downward trajectory, and that the real engine powering America's economic momentum is not Federal Reserve monetary policy — it is the explosive, once-in-a-generation boom in technology and artificial intelligence. Coming from a man long nicknamed "Dr. Doom" for his gloomy economic forecasts, the bullish pivot is turning heads across financial markets and drawing fresh attention to the extraordinary economic story unfolding in the United States right now.
Roubini pointed directly to what he called US exceptionalism in AI as the defining force behind the country's economic resilience and market performance. The numbers back him up in a dramatic way: the Nasdaq 100 has surged more than 20% year-to-date in 2026, a jaw-dropping run that reflects investor confidence in America's dominant position in artificial intelligence development, semiconductor manufacturing, and the broader technology stack that is reshaping global industry. Roubini argued that this tech-driven productivity surge is doing the heavy lifting on growth and valuations — and that the Federal Reserve's rate decisions, while still important, are playing a far more secondary role than conventional economic wisdom might suggest. In his view, America's innovation edge is the single most powerful variable in the economic equation today.
For supporters of the Trump administration's pro-growth, pro-innovation agenda, Roubini's assessment reads as a powerful validation of the policies and deregulatory environment that have helped unleash American technological leadership on the world stage. When even the most famous economic pessimist on the planet is turning bullish on US growth and calling inflation a problem on its way out the door, it is hard to argue with the direction things are heading. The combination of falling inflation, a surging stock market, and a technology sector that is firing on all cylinders paints the picture of an American economy that is not just surviving — it is pulling decisively ahead of the rest of the world.
