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IMF警告AI股价暴跌可能波及全球金融市场,将AI股估值过高与债务风险、政府借贷成本上升及网络攻击并列为三大金融稳定风险。报告指出科技巨头杠杆率攀升和循环融资安排可能放大市场回调的全球溢出效应。
中国在2024年首次超过美国,成为全球研发支出最高的国家,凸显全球科技竞争格局的变化。
IMF warns that AI is a 'slow-moving tsunami' that will reshape the global jobs market, with significant implications for employment worldwide.
Technological revolutions, like the current one driven by AI and robotics, could trigger a massive acceleration in real GDP growth, fundamentally altering long-term trends for inflation and interest rates.
Long-term government bond yields in global developed economies have climbed to multi-decade highs, traditionally viewed as a warning sign of fiscal apprehensions, yet the AI surge has amplified this movement this time.
This article explains what El Niño is, how it is measured, its global impacts on weather and the economy, and discusses the potential for a super El Niño event.
Altana CEO Evan Smith discusses how tariffs have not brought manufacturing jobs back to the US, the chaos in global trade, and how AI is transforming supply chain software.
An analysis of how China's property bust is being converted into a global manufacturing shock as Beijing redirects capital into advanced manufacturing, creating oversupply that affects global markets.