AIと世界経済：期待される生産性向上とマクロ経済への影響―市場の期待と実証データに基づく分析

Artificial Intelligence and the World Economy - From Productivity Promise to Macro Reality: Market Expectations, Real-World Evidence, and the Data So Far

日時：2026年2月18日（水） 14:00～15:00（会場受付開始 13:30、オンライン受付開始 13:45）
形式：ハイブリッド開催（会場開催＋Zoomオンライン、オンデマンド配信）
　　［会場］海外投融資情報財団（JOI）大会議室　MAP
　　［会場定員］30名
主催：Haver Analytics、一般財団法人海外投融資情報財団
使用言語：英語（通訳はつきません）
Date and Time: Wednesday, February 18, 2026　14:00-15:00 (Registration 13:30)
Format: Hybrid (Onsite and Zoom Online + On-demand/recorded)
　　[Venue] Japan Institute for Overseas Investment (JOI) Conference Room MAP
　　[Seating capacity] 30
Sponsors: Haver Analytics, Japan Institute for Overseas Investment (JOI)
Language: English without interpretation

Program

14:00-14:50
AIと世界経済：期待される生産性向上とマクロ経済への影響―市場の期待と実証データに基づく分析
Artificial Intelligence and the World Economy
From Productivity Promise to Macro Reality: Market Expectations, Real-World Evidence, and the Data So Far

Examine artificial intelligence (AI) through a macroeconomic lens
Assess AI’s credentials as a general purpose technology (GPT)
Analyze the potential productivity gains AI may deliver
Review how these expectations are reflected in markets and forecasts
Explore Haver’s data to understand AI’s observed and potential impact on global economic growth

14:50-15:00
質疑応答／Q&A

Speaker

Andrew Cates, Senior Economist, Haver Analytics
Andy has more than 25 years of experience forecasting the global economic outlook and in assessing the implications for policy settings and financial markets. He has held various senior positions in London in a number of Investment Banks including as Head of Developed Markets Economics at Nomura and as Chief Eurozone Economist at RBS. These followed a spell of 21 years as Senior International Economist at UBS, 5 of which were spent in Singapore. Prior to his time in financial services Andy was a UK economist at HM Treasury in London holding positions in the domestic forecasting and macroeconomic modelling units.
He has a BA in Economics from the University of York and an MSc in Economics and Econometrics from the University of Southampton.

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