Moody's Analytics: AI demand softens global slowdown to 2.5% growth in 2026, creating K-shaped recovery

Short summary

Moody's Analytics reports that AI is driving K-shaped global economic growth, benefiting AI-adopting sectors while others stagnate. Global growth is projected to slow to 2.5% in 2026, though AI demand has cushioned the downturn. Geopolitical risks and market volatility could still trigger a recession, with non-AI industries continuing to struggle.

• •AI adoption creating K-shaped growth: AI sectors advance while others lag
• •Global growth projected at 2.5% for 2026, softened by AI demand
• •Geopolitical risks and volatility could push economies into recession

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