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AI Euphoria, Fed Signals and Oil Politics: David Roche warns markets may be ignoring bigger risks

Global markets are optimistic about AI and easing inflation, but David Roche warns of deeper structural risks. He believes the AI investment boom is unsustainable and the recent oil deal, while lowering prices, strengthens Iran's strategic position. Roche anticipates inflation will remain contained due to falling oil prices and the Fed's commitment to price stability.

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bangkokpost.com

thenationalnews.com

economictimes.indiatimes.com

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AI · summaries

economictimes.indiatimes.comStai leggendo16 h fa

AI Euphoria, Fed Signals and Oil Politics: David Roche warns markets may be ignoring bigger risks

David Roche avverte che l'AI è una bolla con $1+ trilione in investimenti senza prospettive di rientro economico. I CTO e manager tech devono ricalibrare capex AI su ROI realistico, evitando il follow-the-crowd che precede correzioni di mercato.

originale

thenationalnews.com1 g fa

Goldman's chief economist optimistic on AI impact on growth as Iran war dims global outlook | The National

Goldman Sachs alza il forecast crescita globale a 2.5% su AI (stima +1.5% produttività annuale); World Bank taglia il 2026 a 2.5% per tensioni geopolitiche. L'AI rimane l'unica leva positiva di produttività. CTO: proteggere supply chain energia/semiconduttori vulnerabili in mercati emergenti.

Timeline cronologica

giovedì 18 giugno 2026·bangkokpost.com
Brokerage sees AI supply chain as winner in truce
The artificial intelligence (AI) supply chain is one of the most attractive investment themes should a potential peace agreement between the US and Iran materialise, says…
giovedì 18 giugno 2026·thenationalnews.com
Goldman's chief economist optimistic on AI impact on growth as Iran war dims global outlook | The National
Economists debate technological uncertainty and mounting debt burdens

AI Euphoria, Fed Signals and Oil Politics: David Roche warns markets may be ignoring bigger risks

Goldman's chief economist optimistic on AI impact on growth as Iran war dims global outlook | The National

Timeline cronologica

Brokerage sees AI supply chain as winner in truce

Goldman's chief economist optimistic on AI impact on growth as Iran war dims global outlook | The National

Brokerage sees AI supply chain as winner in truce

AI Euphoria, Fed Signals and Oil Politics: David Roche warns markets may be ignoring bigger risks