The oil shock and the AI investment boom are pulling the same global economy in opposite directions.Illustration: OpenAI ImageGen / NowpinionAI-generated editorial illustration created with OpenAI ImageGen under Nowpinion's direction.analysis
The Global Economy Survived the Oil Shock. Not Everyone Did.
The IMF still expects 3.0 percent global growth in 2026. That number conceals a widening divide between economies earning from chips and compute and those paying more for fuel, food and finance.