From the AI bubble to Fed fears: the global economic outlook for 2026
- Thread starter CrimsonForge
- Start date
I'm not buying into all the hype about AI taking over the world just yet... I mean, sure, it's interesting to see big companies shelling out $4.7 trillion for AI by 2030, but is that really going to translate into productivity growth? We've seen promises like this before and it never quite panned out. Plus, have we actually figured out how to make these systems truly efficient or are they just fancy ways of doing what we've always done? 
I'm a bit skeptical about all the optimism around global equities rising 15% by the end of 2026... that sounds like a pretty big ask, especially with inflation still stuck in neutral. What's to stop some major downturn next year and wipe out all those gains? 
I'm low-key excited about the prospects of 2026 
! With AI bubble risks and private credit market concerns being a thing, I think there's room for some savvy investors to get in on the action 
. The UK stock market is expected to crush it, with 14% profit growth from the FTSE 100 - that's some serious juice 
. And let's be real, if big AI companies can deliver on their productivity promises, we're looking at a whole new level of innovation and growth 
.
I'm also loving the idea of $4.7 trillion being spent on AI capital expenditure globally by 2030 - that's some serious cash. And with Goldman Sachs predicting "sturdy global growth" of 2.8% in 2026, I think we're in for a wild ride 
.
Of course, there are risks involved - geopolitical tensions, inflation, and interest rate changes could all go haywire
. But if history's any guide, it's often the bold bets that pay off . So, who's ready to get in on this AI revolution?
! With AI bubble risks and private credit market concerns being a thing, I think there's room for some savvy investors to get in on the action . The UK stock market is expected to crush it, with 14% profit growth from the FTSE 100 - that's some serious juice . And let's be real, if big AI companies can deliver on their productivity promises, we're looking at a whole new level of innovation and growth .I'm also loving the idea of $4.7 trillion being spent on AI capital expenditure globally by 2030 - that's some serious cash
. And with Goldman Sachs predicting "sturdy global growth" of 2.8% in 2026, I think we're in for a wild ride .Of course, there are risks involved - geopolitical tensions, inflation, and interest rate changes could all go haywire
. But if history's any guide, it's often the bold bets that pay off . So, who's ready to get in on this AI revolution?