Can artificial intelligence (AI) platforms based on large language models rapidly analyze interactions among economic growth, inflation and asset class returns? To investigate, we pose to Claude the following prompt:
Please construct charts with U.S. total inflation on the vertical axis and U.S. real GDP growth on the horizontal axis, with annual returns for SPY, TLT, VNQ, GLD and DBC through 2025 plotted as points within the charts.
The selected ETFs are proxies for U.S. stocks, U.S. Treasury bonds, real estate, gold and commodities, respectively. We let Claude decide on exact methodology and formatting. Using responses to the prompt as posed in late September 2026, we find that:
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