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AI Doomer’s New Warning: Market Is Wrong to Ditch Rate-Cut Bets

Miles J. Herszenhorn, Georgie McKay
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⚡ Quantum Brief
James van Geelen, founder of Citrini Research, warns bond markets overreacted to AI-driven economic fears, predicting a correction after his earlier viral post triggered a stock selloff in February 2026. His 7,000-word Substack analysis, outlining a potential AI-induced economic collapse, amplified Wall Street’s anxieties about AI displacing traditional industries, sparking a broad market downturn. Van Geelen now argues the Federal Reserve’s rate-cut expectations were prematurely abandoned, claiming bond yields have overshot fundamentals amid AI disruption concerns. Investors initially dumped stocks tied to AI-vulnerable sectors, but his latest stance suggests bonds—now reflecting aggressive hawkish bets—may reverse as AI’s long-term impacts remain uncertain. The shift highlights growing tensions between AI’s disruptive potential and traditional monetary policy, with van Geelen positioning himself as a contrarian voice against prevailing market pessimism.
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Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the worldAmericas+1 212 318 2000EMEA+44 20 7330 7500Asia Pacific+65 6212 1000Connecting decision makers to a dynamic network of information, people and ideas, Bloomberg quickly and accurately delivers business and financial information, news and insight around the worldAmericas+1 212 318 2000EMEA+44 20 7330 7500Asia Pacific+65 6212 1000The Fed:A television station broadcasts Jerome Powell after a Federal Open Market Committee meeting on the floor of the New York Stock Exchange on March 18.A little over a month after James van Geelen sent stocks into a tailspin with his dystopian account of a post-AI economic collapse, he’s wagering that another fear-fueled selloff — this time, in the bond market — has run too far. The founder of Citrini Research was unexpectedly thrust into the global spotlight after his 7,000-word Substack post went viral by feeding into Wall Street’s worst fears right when investors were dumping the stocks of any company at risk of being displaced by artificial intelligence.

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Source: Bloomberg Technology

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