AI productivity growth sparks market debate after Citrini Research warned of a hypothetical "Global Intelligence Crisis" causing mass layoffs and credit stress by 2028. The firm projected 38% equity drawdowns and 10% unemployment if AI adoption outpaces economic adjustment.

Meanwhile, Wolfe Research Chief Economist Stephanie Roth countered with a bullish alternative scenario, arguing rapid AI integration could trigger a positive supply shock rather than demand collapse. Roth's analysis suggests AI's initial white-collar disruption will evolve into broader productivity gains, easing inflation and boosting real wages as adoption expands.