Panmure Liberum

Headlines · 2

1. Oct 9
   Panmure Liberum warns AI bubble could burst within two years

   Joachim Klement, managing director and research analyst at Panmure Liberum, laid out the firm's concerns about AI-related stocks and discussed the potential for a severe AI-triggered market crash on Bloomberg Open Interest. The firm warns the bubble could burst within the next two years, roughly by 2028.

   Bloomberg Technology · 🔥 0
2. Oct 8
   Strategist warns AI bubble could trigger worst S&P 500 crash since 2008

   Joachim Klement, market strategist at Panmure Liberum, warned that the AI trade could unravel as early as 2027 and trigger the sharpest market crash since the global financial crisis. He set a year-end 2027 S&P 500 target of 5,000, implying a 36% drop from current levels — the most bearish forecast among strategists tracked by Bloomberg. He acknowledged the call may be premature and did not advise selling immediately, instead urging clients to prepare contingency plans; Temasek's CIO issued a similar warning, while Citi strategists argued solid earnings can still support equities despite high rates.

   cnBeta · 🔥 0

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