TS Lombard forecasts a potential $20 trillion equity market decline if the AI investment surge collapses alongside a mild recession. The warning comes as credit markets show stress in heavily indebted AI infrastructure firms like CoreWeave, whose default risk and bond yields have sharply increased. About 85% of AI ecosystem revenues come from recycled capital expenditure within large tech firms, making the sector vulnerable if external demand falters or financing tightens. While TS Lombard does not predict a severe economic crisis, investors should watch credit spreads, external AI demand, and crowded trade positions as key indicators of risk.
TS Lombard's forecast of a $20 trillion equity market wipeout if the AI boom collapses offers a stark backdrop for market watchers. For readers following cryptocurrency trends, here is Pluang's market snapshot as of Oct 23, 2026 02:02 WIB: out of 50 major cryptocurrencies, 4 rose and 45 fell. Notable movers include EOS at Rp12.649 with an 8.13% gain and AAVE at Rp2.621.739 down 8.11%, with typical hold times of 87 and 106 days respectively.
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