AI, commodities, and geopolitics: the global economy is at a crossroads
3 min
An analysis of AI’s impact on productivity, the risks of mounting debt, and the surprising contradictions in commodities markets.
The global economy is navigating an unprecedented period of upheaval. While the US thrives on AI-driven growth, other regions struggle with geopolitical tensions, rising interest rates, and a commodities market firmly entrenched in a slowdown.
But what are the tangible effects on growth, inflation, and employment? And are financial markets prepared for the next wave of megatrends - from record IPOs to the energy transition?
In this video, our Chief Economist Koen De Leus and Chief Strategy Officer Philippe Gijsels dissect the complex forces shaping today’s markets and economies. They unpack AI’s impact on productivity, the risks of mounting debt, and the surprising contradictions in commodities markets.