2026 predictions, part one
A strong economy, a bubble that doesn’t burst, and a bit of AI sanity
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2026 predictions, part two
Just a few rate cuts, and cyclicals lead
What economists got wrong in 2025
Forecasts dwelled too much on Donald Trump’s threats and not enough on offsetting factors
Is there an AI bubble and will it pop next year?
Experts discuss what investors need to know for 2026 at the annual FT Money roundtable
US economy grows at 2% pace in first quarter as AI boom fuels investment
Rush by businesses to purchase tech equipment offsets deceleration in consumer spending
Three questions AI needs to answer
Evaluation of use cases and business models will dominate 2026
Is it a bubble?
Given that the growth of demand for AI is so unpredictable, there can be no doubt investor behaviour is speculative