IMF Warns of Systemic Risk
12h
The IMF warned banks faced $4.5 trillion of exposure to hedge funds and private credit and cautioned that an AI-fueled rally left US equities roughly 10% overvalued, risking a bubble.
Reposted by Andrea Presbitero
IMF - “Excessively optimistic growth expectations about AI could be revised in light of incoming data from early adopters and could trigger a market correction…
A potential bust of the AI boom could rival the dot-com crash of 2000–01 in severity".
www.bbc.co.uk/news/article...
A potential bust of the AI boom could rival the dot-com crash of 2000–01 in severity".
www.bbc.co.uk/news/article...
UK forecast to be second-fastest growing economy in G7 - IMF
The International Monetary Fund (IMF) has upgraded the rate at which the UK economy will grow this year.
www.bbc.co.uk
Reposted by Rodney Fort
Is #AI the century's third speculative bubble? Yes, say SIEPR's @jaredb-econ.bsky.social and @weakinstrument.bsky.social in a @nytimes.com op-ed. They lay out the reasons and examine whether the fallout could be better or worse than the internet, housing bursts. Free link 👇
tinyurl.com/nhjcm62v
tinyurl.com/nhjcm62v
Opinion | The A.I. Bubble Looks Real
The A.I. boom is likely a speculative bubble. Like the dot-com bust and the housing crisis, its pop is going to hurt.
tinyurl.com
Michael Roberts on the AI bubble and the US economy thenextrecession.wordpress.com/2025/10/14/t...
The AI bubble and the US economy
The US stock market continues to hit new record highs; the bitcoin price is also close to highs and the gold price has rocketed to all-time highs. Investors in financial assets (banks, insurance co…
thenextrecession.wordpress.com