KKReckons
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IMF
The IMF's warnings and forecasts for the world economy.
- 6 stories
- latest 21 October 2026
- Wednesday, 21 October 2026
France's debt trouble and a lopsided world economy: lessons for India
Why it matters: India's lower deficit and debt look prudent next to France, but its reliance on foreign capital means discipline at home is its best shield against shocks from abroad.
- Sunday, 18 October 2026
Dr Doom turns optimist: Roubini says India's moment has arrived
Why it matters: This is the boom half. A famous bear calling India the next big story is a confidence signal, but his own number is the real headline: growth has to create jobs faster than AI removes them, the very trap the US PhD is stuck in.
- Saturday, 17 October 2026
IMF: an AI bust would hit growth in rich and poor countries alike
Why it matters: AI is no longer just a tech-stock story; it is a macro bet. When exports, investment and growth in many countries lean on one theme, a stumble travels far beyond stock markets.
- Thursday, 15 October 2026
IMF: three risks keep global finance on edge
Why it matters: Calm prices can hide thin cushions. If AI valuations fall just as yields jump, borrowers, banks and funds all feel it together.
- Thursday, 15 October 2026
Australia’s biggest IPO in 30 years is cancelled amid AI jitters
Why it matters: AI infrastructure needs cheap, plentiful capital. If listings stall, unproven builders feel it first, and that links back to the IMF’s warning about leverage behind the boom.
- Friday, 9 October 2026
Nouriel Roubini: the world is in turmoil, so why is the global economy still chugging along?
Why it matters: Jobs, savings and loan rates on both sides of the world ride on whether this resilience holds, and much of it now hinges on AI.
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