What’s next for global debt? | ABC Business Daily

Global markets are shifting, debt is getting more expensive, and the AI investment boom is showing signs of risk. So what’s the big picture and where could the next crisis emerge?

Macro strategist Gerard Minack joins us to unpack the forces shaping the global economy, from rising bond yields and the growing threat of a sovereign debt crisis to whether the billions pouring into AI will ever deliver the returns investors are banking on.

Plus, we turn to Australia’s housing market, where higher interest rates, changes to investment incentives and slowing population growth could create a perfect storm for house prices.

What should investors be watching, and what do these shifts mean for the rest of us? On ABC Business Daily with Carrington Clarke, Gerard Minack cuts through the market noise to explain what matters and what could come next.

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