IMF Upgrades 2026 Forecast to 3.3% — 'Steady Amid Divergent Forces'

The IMF's January 2026 WEO Update revised the 2026 global growth forecast upward to 3.3%, citing resilience of technology investment, AI-driven productivity gains, and adaptation to trade disruptions. However, the IMF simultaneously warned of new risks: AI asset concentration creating bubble risk (moderate AI stock correction could reduce global growth by 0.4 percentage points) and potential for tariff re-escalation after the US-China truce expired.