PARADIGM◐ DEVELOPINGM · Material▲ Rising
AI’s U.S. trajectory maps to prices, profits, productivity
Jul 3, 2026SOURCE: wellington.com
SO WHAT
The window is shifting from speculation to allocation: whoever captures AI’s productivity gain will set the terms of the next cycle.
Wellington frames AI through the old trio of macro outcomes: pricing power, margins, and output. The signal is less about software hype than where the phase transition lands in the real economy.
This is Negative Resistance’s reframed reading of a reported signal. The headline and analysis above are our interpretation through the thousand-day-window lens. The original reporting lives at the source linked above.