AI boom and China financial divides shape global outlook, Adam Tooze analyzes

AI boom and China financial divides shape global outlook, Adam Tooze analyzes
AI, China barriers in world economy

Adam Tooze highlights the ongoing impact of the artificial intelligence boom and examines the financial barriers stemming from China's walled-in-wealth in the context of the world economy for July 2026.

He notes that his latest Chartbook newsletter continues and deepens exchanges with Sander Tordoir, Brad Setser, and Michael Pettis on these issues.

Tooze previously reported on Bank of America data showing concentrated bubbles in the U.S. stock market this spring. Earlier, he highlighted the rise in Chinese manufacturing's export demand share from 24 to 27 percent between 2020 and 2025. These earlier data points frame his ongoing analysis of financial shifts linked to both the AI boom and China’s economic stance.

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