Global Markets At A Crossroads: AI Bubble, Trump Risks, Fed Policy & What Lies Ahead For Investors

Global Markets At A Crossroads: AI Bubble, Trump Risks, Fed Policy & What Lies Ahead For Investors

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Shailendra Bhatnagar
  • Updated Oct 21, 2026 2:57 PM IST

Global markets are at a pivotal juncture, with sharply divided views on the artificial intelligence boom, US political developments and geopolitical tensions. Amit Goel, Co-Founder & Chief Global Strategist, Pace 360, shares his assessment of the risks facing global and Indian markets. From fears of an AI bubble to uncertainty surrounding the US midterm elections, Iran, the Russia-Ukraine conflict and Federal Reserve policy, investors face a wide range of possible outcomes. Meanwhile, the RBI’s increasingly hawkish stance adds another layer of uncertainty for Indian markets. The discussion explores key risks and potential market triggers. Like, Share, and Subscribe to Business Today.

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