Macro impacts of a potential AI equity and CapEx correction

Podcast: Fixed Interests · Fitch Ratings

Opublikowano: 2026-09-15

Alex Muscatelli from Fitch Ratings joins Aymeric Poizot to unpack a risk scenario on a major AI equity and CapEx correction: 35% share price plunge, US recession, global stagnation, and rate cuts. Not Fitch's base case, but a key risk worth watching.