Gita Gopinath

We are OK with China dumping all these goods on us.

They're going to put tariffs on China.

China is aware of that, which is also partly why they are trying to, you know, see how they can manage their own exports to some extent.

They will move in that direction.

But I am not a buyer of the whole China produces everything and does everything on its own.

And somehow we still continue buying from China.

That makes little sense to me.

I think it's very important what's going to happen with AI and the productivity boom that we are hoping for.

that is going to be very important.

If it turns out that there is very little showing up in productivity from AI, or we have a setback that comes from just discovering that, oh, there's so much of hallucination that you can't really use it for anything very important.

If that's the case, then I could see a situation where

the pricing of debt, it drops even more.

It's a lot more concern about what's going to happen in terms of government's ability to repay all the debt that they have, and not just now, but

that's expected to come into the future.

So for me, that's one thing.

I mean, it is important that there is growth in the economy and that that growth is coming from good places.

At this point, it seems like the growth is coming from AI investment and the hope that it's gonna generate all that productivity growth.

If that story goes away, we have a problem in terms of the concerns around fiscal positions around the world.

Thank you.

It was a lot of fun.