“We have a big trading operation that we operate, and a large, long-term charter fleet, so we can move feed, and we can move products around the world to optimize around this situation,” Williams said.
These debt-funded projects create “indirect but potentially material” exposure to fiscal risk, the analysts wrote. Beyond infrastructure, governments will have to plan for labor disruptions and related social support. The IMF estimates 40% of global jobs—and 60% in advanced economies—are exposed to AI, particularly high-skill roles, potentially eroding payroll taxes while spiking demand for reskilling and safety nets.
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