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Economist warns gradual economic cycles pose macro risk if AI demand disappoints

Torsten Slok, chief economist at Apollo Global Management, warns that a gradual economic cycle built over time could unwind just as slowly. He identifies this potential unwinding as a significant macro risk, particularly if the anticipated demand from AI fails to materialize. AI

IMPACT Potential disappointment in AI demand could lead to a slow unwinding of economic cycles, posing a macro risk.

RANK_REASON The item is an opinion piece from an economist about macro risks.

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Economist warns gradual economic cycles pose macro risk if AI demand disappoints

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  1. Mastodon — mastodon.social TIER_1 English(EN) · [email protected] ·

    3 #TorstenSlok , chief economist, Apollo Global Management: A cycle that builds at 0.85 percentage points a year can unwind at a similar pace, and that, rather

    3 #TorstenSlok , chief economist, Apollo Global Management: A cycle that builds at 0.85 percentage points a year can unwind at a similar pace, and that, rather than the buildout itself, is the #macro risk if #AI demand disappoints.