US Savings Will Supercharge AI Bubble, Just as It’s Nearing Peak

2025-10-08 15:19:31 英文原文

作者:By Edward HarrisonOctober 8, 2025 at 3:19 PM UTCBookmarkSave

With more than $7 trillion of cash starting to lose its appeal as interest rates fall, many investors will chase higher returns in riskier assets. Consumers are also expected to start spending more. At least, that's how lower rates traditionally work their way into the economy. But the loss of the interest income that's buoyed the US economy in recent years is likely to make people spend less, not more. Instead, expect much of the money leaving US savings and fixed income accounts to find its way into stocks, fueling the AI bubble -- potentially marking its peak.

I would break down the argument in four parts:

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摘要

As interest rates decline, investors with over $7 trillion in cash may shift towards riskier assets for higher returns, traditionally leading to increased consumer spending. However, reduced interest income could lead to decreased spending instead. Expect a significant portion of this money to flow into stocks, potentially fueling and marking the peak of an AI bubble.

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