THE SHIFT FROM HUMAN TO AGENT COMMERCE
See disruption coming. Prepare sooner.
An early-warning observatory for the acceleration of agent-led markets and supply chains.
Every Monday morning · UK time
Signals retain each publisher’s own scope.
Baseline 4 Jul 2026 · low confidence
Held estimate, not a fresh weekly measurementShare of consumer transaction value
Inferred assumption · same dated baselineComparable history is not yet available
Projections are separate from observationsFor the selected market and sector
WEEKLY WATCH
Agent Economy Index
COUNTRY × SECTOR
Where the signals are appearing
Click a cell for the evidence and its limits. Colours describe evidence, not disruption probability.
| Market | Payment infrastructure | Digital services | Retail | Travel & hospitality | Financial services | B2B procurement | Insurance | Energy & utilities | Telecoms | Property | Manufacturing | Logistics | Healthcare |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| United States | |||||||||||||
| China | |||||||||||||
| United Kingdom | |||||||||||||
| Germany | |||||||||||||
| France | |||||||||||||
| Spain | |||||||||||||
| India | |||||||||||||
| Singapore | |||||||||||||
| Australia | |||||||||||||
| Japan | |||||||||||||
| Canada | |||||||||||||
| Brazil | |||||||||||||
| South Africa |
Global findings are not assigned to individual countries. Payment rails are enabling evidence, not the banking sector’s AEI. N/A means unmeasured, never 0%.
STARTING POSITION
Consumer-commerce baselines
Recomputed from the paper’s rounded tier inputs, balancing T2 to 100%. World is the illustrative inferred blend, not a measured or GDP-weighted aggregation.
YOUR SECTOR. YOUR SIGNALS.
Be ready before
the market moves.
Follow the markets and sectors that matter to you. Get AEI research updates, emerging signals, and the evidence behind changes in the disruption outlook.
- Understand what has changed, and why it matters.
- See where the evidence is strengthening or still missing.
- Use the lead time to prepare your people and your business.
Join the update list. Email briefings are being prepared; registration is open now. No account or login needed.

MEET THE FOUNDER
Rob Dixon
AI keynotes, boardroom insight, and ideas to help leaders prepare for what comes next.
Explore Rob’s work and speaking
BUILD YOUR AI CAPABILITY
Turn early insight into action.
Help your people, leadership, and organisation prepare for AI-led change.
Find out more about Dixon AI
YOUR PRACTICAL NEXT STEP
The AI Transformation Playbook
A step-by-step guide to becoming an AI-enabled organisation, by Robert Dixon.
Buy the book on Amazon