The economic landscape is shaping up interestingly. With inflation cooling and interest rates on a downward trajectory, combined with incoming fiscal stimulus, we're looking at conditions reminiscent of strong growth periods from the past. But here's what's really driving momentum right now: an AI investment super-cycle that's injecting roughly 2% of additional GDP growth into the economy. This dual tailwind—better monetary conditions plus a technology-driven productivity boost—creates a compelling macro backdrop. It's the kind of scenario that typically fuels sustained market expansion, provided policy frameworks remain supportive. The interplay between traditional fiscal levers and emerging tech investment cycles is reshaping how we should think about the next chapter of economic growth.