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If you ask institutional investors, the global economy is heading toward a no-landing scenario – growth remains resilient, inflation fears are receding, and recession risk has nearly disappeared from consensus forecasts. Yet the same investors focus on a less conventional threat—the enormous bill for artificial intelli
One of the most bullish investor surveys on record arrived with its own warning attached. The same fund managers calling a record no-landing economy now rank AI hyperscaler capex as the likeliest trigger of a systemic credit event. A Record 54% Of Fund Managers Expect No Landing A record 54% of respondents to Bank of A
Fund managers cut end-2026 oil price forecast to $71 from $86 in June - BofA FMS.
Record 54% of fund managers expect "no landing" for global economy; only 2% see hard landing - BofA FMS.