Speaking to CNBC from the International Monetary Fund /The World Bank Group Annual Meetings in Bangkok, one issue I focused on was the extraordinary capital intensity of the AI build-out & the disparity between the bond and equity markets.
As AI (SI?) and energy security are reshaping the global economy, there is a mounting pressure in the debt financing side.
Given tech can become obsolete much faster than longdated debt gets repaid, the real question is who earns the economics and who is left holding the duration and financing risk?
As Kevin Warsh emphasised today in Bangkok, the AI revolution will create extraordinary value in the medium term. However, capital markets are now beginning the harder job of determining where that value actually accrues - and equity markets need to follow suit.
At today's briefing, I highlighted @KGeorgieva's participation in the GCC mtg in Bahrain, discussed the global economy, energy prices, & previewed the #IMFMeetings. I also took questions on Argentina, the Caribbean, Lebanon, Senegal, Ukraine & more: https://t.co/DrJKaLOVqO
Save the date: October 7, 2026. IMF Managing Director @KGeorgieva will deliver the 2026 Annual Meetings Curtain Raiser speech in Singapore, followed by a discussion with Singapore President @Tharman_S at @LKYSch @nuseai. #IMFmeetings
Pleased to meet with @ThaiEmbDC Ambassador Suriya Chindawongse. I thanked 🇹🇭 for its collaboration in preparing for the #IMFMeetings. Next month, 🇹🇭 will again be a global hub for dialogue, cooperation & collective action. Excited to welcome our membership from around the world! https://t.co/BgQcFRYjaI
I’m counting down the weeks to our Annual Meetings in Bangkok this October. Echoing Thailand’s Deputy Prime Minister and Finance Minister, Ekniti Nitithanprapas, we’ll bring the world together to discuss the challenges we all face—and the practical solutions we need.#IMFMeetingshttps://t.co/qdG94tTNYo
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