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News▼ Bearish

ET Conversations | Michael Spence: AI Debt Bubble, US Recession, India-China Gap

KINDNews
DIRECTION▼ Bearish
SOURCES1
ENTITIES5
STORY SIZESTANDALONE
FIRST SEEN2026-10-04 00:30 UTC
LAST UPDATE2026-10-04 00:30 UTC
STATEactive

01 THE MACHINE READ

WHY IT MATTERS.

Spence flags an AI debt bubble and US recession risk, which if realized would pressure AI-linked equities and broader risk assets.

Prominent economist warns on AI debt and recession
CATALYST TO WATCH

Credit stress or AI capex disappointment

MAIN RISK

Opinion may not reflect actual market conditions

02 THE STORY SO FAR

THE RECORD, IN ORDER.

STANDALONE ITEM — NOT YET FOLDED INTO A DEVELOPING STORY.

03 WHO'S INVOLVED

ENTITIES ON FILE.

AFFECTEDAI
CONTEXTChina
CONTEXTIndia
CONTEXTRecession

04 RECEIPTS

THE SOURCE RECORD.

1 SOURCES CONFIRMED
№ 01googlenewsnews.google.com · PRIMARY2026-10-04 00:30 UTCOPEN RECEIPT →

05 PROPAGATION

WHAT THIS TOUCHES.

KEEP READING THE MACHINE

OPEN THE MACHINE →THE PREDICTION LEDGER →

Summaries are generated and may contain errors — every claim links its sources.