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Banks hold trillions, IMF warns

9h

The IMF warned that global banks held about $4.5 trillion of exposure to hedge funds and private credit and urged tighter regulation amid concerns of an AI-driven market bubble.

by Robert B. Reich

42%
rbreich.bsky.social
I don't want to alarm you, but I’m deeply concerned that two opaque industries are creating giant bubbles on the verge of bursting. Let me explain... https://robertreich.substack.com/p/beware-the-oligarchs-ai-bubble
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by International Monetary Fund

108%

by Pierre‐Olivier Gourinchas

143%
pgourinchas.bsky.social
Other forces are at play: AI investment is booming, echoing the dot-com era, while China's property sector struggles and fiscal pressures mount. These dynamics create a complex, uneven recovery.
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by Hakan Yilmazkuday

94%
yilmazkuday.bsky.social
Just Published: Stock market development boosts economic growth, where the positive effects are bigger for advanced economies (emerging countries) with stronger (weaker) institutions. authors.elsevier.com/sd/art...

by International Monetary Fund

108%

Reposted by Branko Milanovic

24%

Reposted by International Monetary Fund

36%

by International Monetary Fund

108%

Reposted by Andrea Presbitero

33%

Reposted by Rodney Fort

22%
siepr.bsky.social
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
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
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by International Monetary Fund

108%

by Alex Callinicos

15%
alexcallinicos.bsky.social
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
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by Patrick Dunleavy

16%
patrickdunleavy.bsky.social
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...
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
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by International Monetary Fund

108%

Reposted by Lars P. Feld

30%

by Paul Davies

19%
pauljdavies.bsky.social
It’s never good when a company has to shore up a sliding share price on a Sunday. And that goes double for a bank. #Jefferies faces only small losses today from #FirstBrands collapse but longer term the pain may be greater. @opinion.bloomberg.com
www.bloomberg.com/opinion/arti...
Jefferies stock versus S&P500 Financials. It has significantly underperformed all year, but recent dropped nearly 25% from the end of September before recovering a touch after Sunday's statement on First Brand losses.

Reposted by Ian Bruff

4%
nsrnicek.bsky.social
Two big changes to the precarity of the AI industry in the last year: (1) more and more companies are turning to debt to finance AI capex (see Meta, xAI, Oracle), and (2) OpenAI's flurry of deals in the past month are tying major companies to the fate of this startup
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Reposted by Steve Peers

1%
sarahoconnorft.ft.com
Investors are betting big bucks on the idea that AI will create an explosion of leisure time...e.g. it was a key part of the public rationale for the massive $55bn takeover of video games maker Electronic Arts. But are they right?? (short thread linked to my column today www.ft.com/content/4011...)
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