AI-driven inflation is 2026’s most overlooked risk, investors say

, By The Economic Times
AI-driven inflation is 2026’s most overlooked risk, investors say
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Global stock markets, riding high on AI euphoria at the start of 2026 may be disregarding one of the biggest threats that ‍could spoil the party: a surge in inflation driven partly by the tech investment boom.

U.S. stock indexes, where seven tech groups contributed half of all market earnings this year, made double-digit gains ⁠in 2025 to hit record highs as exuberance about AI and monetary easing also propelled European and Asian equities to record peaks.

Expectations for further rate cuts have buoyed bonds too, handing U.S. Treasury investors the…



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AI-driven inflation is 2026’s most overlooked risk, investors say

, Published By The Economic Times
AI-driven inflation is 2026’s most overlooked risk, investors say
AI



Global stock markets, riding high on AI euphoria at the start of 2026 may be disregarding one of the biggest threats that ‍could spoil the party: a surge in inflation driven partly by the tech investment boom.

U.S. stock indexes, where seven tech groups contributed half of all market earnings this year, made double-digit gains ⁠in 2025 to hit record highs as exuberance about AI and monetary easing also propelled European and Asian equities to record peaks.

Expectations for further rate cuts have buoyed bonds too, handing U.S. Treasury investors the…



Source link

Disclaimer

We strive to uphold the highest ethical standards in all of our reporting and coverage. We StartupNews.fyi want to be transparent with our readers about any potential conflicts of interest that may arise in our work. It’s possible that some of the investors we feature may have connections to other businesses, including competitors or companies we write about. However, we want to assure our readers that this will not have any impact on the integrity or impartiality of our reporting. We are committed to delivering accurate, unbiased news and information to our audience, and we will continue to uphold our ethics and principles in all of our work. Thank you for your trust and support.

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Previous News
AI boom is in early bubble phase, Bridgewater founder Ray Dalio says
Next News
VCare Launches Centre of Excellence, Introducing Single-Day Facial Architecture
The Economic Times

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