From boom to bust: the AI equity rally in its final phase

Podcast: The Weekly Briefing from Capital Economics · Capital Economics

Opublikowano: 2026-07-03

For the past three years, our Markets team has been more optimistic than most about the AI-driven rally in global equities. That view has been borne out by events. Now they believe the rally has entered its final phase and that a sharp downturn will follow. On this week's The Weekly Briefing, Chief Markets Economist Jonas Goltermann explains why we think the correction is coming in 2027, what to expect before the plunge and whether the Fed will play a role in the rally's demise. Also on the show, Climate and Commodities Economist Hamad Hussain discusses why our lo...