Citrini Research’s 2028 scenario imagines AI turbocharging corporate profits, while hollowing out consumer demand and quietly migrating global payments to stablecoins on cheap chains.
Thematic equity and global macro analysis company Citrini Research has published a new post imagining the world of 2028 that sketches an economy transformed by artificial intelligence.
In Citrini’s version of near-future history, AI finally delivers on its productivity promise, as companies cut staff, profits surge and stocks roar. The post is framed as a macro memo from June 2028 and has been shared widely on X.
In Citrini’s scenario, equity markets initially celebrate the efficiency shock. The S&P 500 “flirted with 8000,” and the Nasdaq “broke above 30k,” as investors celebrated a new era of productivity.
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