Technology
Global markets brace for an AI-Led shift
“Humanity may lose its control of a system once built to service humanity.”
The coming year is expected to mark a period of moderating global GDP growth, settling near 3%. Despite this deceleration, equities may continue to post strong gains, with forecasts pointing to double-digit growth for the S&P 500, while gold prices could approach $4,500 per ounce amid continued macroeconomic uncertainty.
Bitcoin technology, meanwhile, is likely to move more quietly into the mainstream, driven less by speculation and more by gradual governmental acceptance and regulatory integration. At the same time, clean power agreements are poised to accelerate, expanding in both adoption and practical application across markets.
Geopolitically, China is expected to become increasingly dependent on exports to sustain growth, while India is emerging as a standout global growth engine, supported by demographics, industrial expansion, and technological investment.
Investment attention is rapidly shifting toward agentic artificial intelligence, which is becoming a major magnet for large-scale capital. AI-powered cybersecurity is gaining traction as digital threats grow more sophisticated, while data center buildouts are solidifying into a defining macroeconomic theme.
Across sectors, AI-driven applications are transforming marketing and personalization, reshaping how businesses engage consumers. Financial markets themselves are evolving AI-enabled trading systems are accelerating capital movement, increasing both the speed and volatility with which corporate fortunes rise and fall.
The expanding acceptance of artificial intelligence across private and governmental sectors is placing the global system in uncharted territory. Equities, communications infrastructure, and decision-making processes are increasingly influenced by algorithmic systems.
As AI capabilities expand, the human touch risks being diminished, particularly in areas such as: warfare, security, intelligence, finance, and public administration. In many cases, technology now undercuts human labour on cost, prompting deeper reliance on automated systems and, potentially, further corporate and government layoffs.
The concern is not a dystopian “Skynet” scenario, but something more subtle and arguably more consequential: a gradual erosion of human oversight. Systems designed to serve humanity may begin to operate according to a narrower logic (efficiency, optimization, profitability) raising a fundamental question about control, accountability, and values in an increasingly automated world.