What an AI slowdown could mean for investors

Tech stocks fell yesterday as markets reacted to ongoing talk of an AI apocalypse, industrial America is contending with a fresh wave of supply chain inflation, and foreign investors are now buying more US stocks than government bonds. Plus, China has implemented sweeping new controls on overseas travel for Chinese citizens. Mentioned in this podcast:US manufacturers hit by fresh burst of supply chain cost inflationTen-year Treasury yield hits 5% for first time since 2023Foreign investors prefer US stocks to Treasuries as debt worries growWhy delaying an AI doomsday would benefit investors tooChina tightens control of overseas travel in sweeping new lawWant to get in touch? Email us at podcasts@ft.comNote: The FT does not use generative AI to voice its podcasts The FT News Briefing is produced by Sonja Hutson, Saffeya Ahmed, Katya Kumkova, and Josh Gabert-Doyon. Our show is mixed by Sam Giovinco and Alex Higgins. Additional help from Gavin Kallmann, Michael Lello, Peter Barber and David da Silva. Our executive producer is Topher Forhecz. Flo Phillips is the FT’s global head of audio. The show’s theme music is by Metaphor Music.Read a transcript of this episode on FT.com Hosted on Acast. See acast.com/privacy for more information.