AI boom is hiding cracks in US markets, Nomura warns
SCMP·
- Nomura warned that the artificial intelligence boom is masking rising risks and vulnerabilities in the United States capital markets and economy.
- The report highlights that United States net international investment position liabilities reached $21.9 trillion by 2025, while portfolio liabilities surged to $37.4 trillion by March 2026.
- A potential reversal in the technology-driven rally could trigger a sharp correction in United States assets, weaken the dollar, and cause global capital flow disruptions.