Paul Kedrosky
Paul Kedrosky
@paul@paulkedrosky.com · Jan 19

Ai has made the global economy more fragile, the IMF argues in an economic outlook update today:

"Risks to the outlook for the global economy remain tilted to the downside. ...

Should expectations about AI-driven productivity gains turn out to be overly optimistic and outcomes disappoint, a sharp drop in real investment in the high-tech sector as well as in spending on AI adoption ... could ensue."

https://www.imf.org/-/media/files/publications/weo/2026/january/english/text.pdf