The central bank is flooding money back into the system, and with that comes a familiar set of benefits for investors like us.
Borrowing gets cheaper, spending picks up, asset prices rise.
If you’ve been investing for more than five minutes, you’ve seen this movie before.
So why will 2026 be different from every other liquidity-driven rally?
Because this time, money printing is colliding with something markets almost never get at the same moment…
A powerful deflationary force within the companies themselves – The AI deflationary effect.
It’s cutting labor costs. Compressing operating expenses. Replacing entire workflows with software.
Which means a small group of companies can grow earnings without raising prices!
That combination is rare.
And it’s already showing up inside the world’s most powerful companies.
Microsoft now writes over 35% of its code using AI, while saving roughly $500 million a year by automating call-center operations.
Intuit has reported a 15% productivity lift across internal teams after embedding AI into daily workflows.
Meta has eliminated 21,000 roles since 2022, openly prioritizing efficiency and AI-driven automation over labor-heavy growth.
Of course, not every company gets to enjoy these benefits.
Only a small group of under-the-radar companies are using AI to become leaner, faster, and dramatically more profitable.
So the question is… who are they?
Join Adam Khoo at Outlook Online 2026 & uncover the small group of under-the-radar companies using AI to dominate this QE-driven market cycle.