- IMF downside scenario: AI investment bust could reduce global growth by up to 1.3pp in 2028
- US AI infrastructure spending could exceed $10 trillion through 2032
- Asian economies increasingly depend on AI-driven exports
- Key risk: if AI profits and productivity disappoint, falling investment could trigger global stock selloff and economic slowdown
- The IMF published a downside scenario warning that an AI investment bust could reduce global economic growth by up to 1.3 percentage points in 2028. This is not the baseline forecast. US AI infrastructure spending could exceed $10 trillion through 2032, and Asian economies are increasingly dependent on AI-driven exports.
The headline and the read are open. The reasons are one free account away, on every story.
One free account opens every story complete, the live board, the 30-day calendar, a watchlist and breaking alerts on your phone. No card. The wire stays free to read.
BORSAPLUSWhy it matters · Bull and bear case · Reaction against SPY and the sector · What to watch
Create a free account · no card