Money Disrupted: AI, capital markets and financial stability

Money Disrupted is a monthly roundtable series examining how economic fragmentation, geopolitics and technological change are reshaping the global monetary order. With increased questioning of long-standing assumptions on reserve currencies, central bank independence, capital flows, sovereign debt, inflation control and cross-border liquidity, this series provides a timely forum for discussing the future of money and markets.

Each meeting convenes senior representatives from public financial institutions, commercial banks, asset managers and academia across OMFIF’s global network. Themes include the future of the dollar system and reserve diversification, central bank credibility, the effectiveness of monetary policy tools, reserve management in a fragmented world, sovereign debt dynamics, the evolving digital economy and financial stability amid a shifting risk landscape.

The vast financing needs of artificial intelligence infrastructure are reshaping capital markets, from a surge in private debt to some of the world’s most highly valued prospective initial public offerings. Investors are increasingly exposed to AI’s performance, directly through investments and indices and indirectly as companies allocate capital around its expected success. This meeting explores the implications of AI’s growing economic dominance, the financial stability risks of a sharp correction and whether a technology can become too big to fail.

Convened under OMFIF’s independent and neutral platform, Money Disrupted offers participants strategic insight, cross-sector perspectives and direct engagement with policy-makers navigating a rapidly changing monetary environment.