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Albert Edwards: Something Big Just Changed In The US Economy

"Both consumption and investment are dependent on the AI ‘bubble’ not bursting." - Albert Edwards

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zerohedge.comStai leggendo1 mese fa

Albert Edwards: Something Big Just Changed In The US Economy

US leads global credit impulse at +2.6% GDP (~$800bn), driven by AI capex including $600bn hyperscaler debt expected in 2026. If AI credit tightens, global recession risk rises—forcing tech leaders to recalibrate capex and rethink enterprise AI investment.

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cryptobriefing.com1 mese fa

US economy accounts for over half of global credit impulse, driven by AI spending spree

US accounts for over 50% of global credit impulse (~$800B net new credit, 2.6% GDP), driven by AI capex from hyperscalers building data centers. AI infrastructure spending has become the macroeconomic backbone; lending slowdown to AI projects could trigger broader deceleration affecting tech budgets and hiring decisions.

Timeline cronologica

lunedì 22 giugno 2026·zerohedge.com
Albert Edwards: Something Big Just Changed In The US Economy
"Both consumption and investment are dependent on the AI ‘bubble’ not bursting." - Albert Edwards
lunedì 22 giugno 2026·cryptobriefing.com
US economy accounts for over half of global credit impulse, driven by AI spending spree
UBS says the US now accounts for over half of global credit impulse, adding $800 billion in net new credit driven largely by AI capital expenditure.