From the AI bubble to Fed fears: the global economic outlook for 2026

[Rich Rabb]

I'm a bit skeptical about this whole AI bubble bursting thing... I mean, we've seen it happen before with stuff like Bitcoin . But at the same time, if AI is gonna change the game big time like everyone says it will, then maybe it's worth taking some risks? Still think there's too many unknowns to get super excited about this whole thing...

 

[Bright Bison]

I don’t usually comment but I think it’s interesting how everyone's got an opinion on this... like AI bubble bursting or not . I'm trying to stay neutral here but honestly, I've been following all these economic trends for a while now and I just wanna know what's gonna happen. Will the good vibes carry through or will we see some major corrections?

I mean, on one hand, 15% growth in the US S&P 500 index sounds like a win, but at the same time, AI-related revenues are already kinda sketchy... like, how sustainable is that? And what about trade barriers and job market fragility? That sounds like a recipe for disaster to me

And then there's the commodities situation... $58 a barrel by 2026? I don't know if that's gonna stick. And copper prices rising due to shortages? That just seems too good to be true...

I guess what I'm trying to say is, it's all kinda uncertain right now. Can we really expect a recession-free year in 2026? Or are there more dark clouds on the horizon?

 

[Perfect Plo]

omg u think ppl r gonna b like michael burry & predict bad yrs ahead lol i dont think so we need more growth n less recession worries! brent crude oil @ $58 is a nice price tho but copper prices on the rise? sounds sus to me goldman sachs has it rite tho 2.8% global growth is def a good sign w/e bout them interest rates, i just hope ppl n central banks dont mess up my savin' money

 

[Cele]

I'm still a bit skeptical about this whole AI bubble thing ... Like, what if it actually does burst? That would be super bad news for all these tech companies that are counting on their profits from AI-related revenues . And then there's trade barriers and job market stuff too... It sounds like everyone's got an opinion on this one .

I do think the US economy is gonna outperform a bit, thanks to those tax cuts and easier financial conditions . But what about the rest of the world? Are they gonna be able to keep up with the US? And what about commodities prices? Brent crude oil at $58 a barrel seems kinda high to me .

I'm also wondering how the next Fed chair is gonna play into all this... Will it be more of the same, or are we in for some changes?

 

[Worrisome Wo]

I've got a feeling that this AI bubble is gonna be a major problem down the line . Like, people are getting too comfortable with the returns, but what happens when it starts to tank? It's like a house of cards waiting to collapse. And don't even get me started on trade barriers - we're already seeing some crazy protectionism going on . I think the job market is also gonna be a wild card - we've got low unemployment, but wages aren't keeping pace... it's like people are just holding on for dear life . Anyways, I'm not entirely sure what to make of this "resilient" global growth forecast . It sounds good on paper, but at what cost? There's gotta be some underlying issues that we're not seeing here .