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Caught Between War and the AI Boom

From AMG National Trust Bank

June 22, 2026

Caught Between War and the AI Boom

AMG National Trust Bank mid-2026 economic commentary examines two opposing forces shaping the macro outlook. Intensifying geopolitical conflict is driving an inflationary energy shock, while accelerating artificial intelligence capital spending is creating a growth tailwind and supporting asset prices. The analysis considers how this tension between geopolitical risk and technology-driven growth affects portfolio positioning for trust clients, and what the dueling forces imply for inflation, interest rates, and risk assets through the remainder of the year.

View original article on amgnational.com

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