Overview
- Unveiling its Global Policy Agenda, the IMF urged regulatory house cleaning, pro‑competition reforms and rebuilding of fiscal and monetary buffers to bolster private‑sector‑led growth.
- The Fund warned global public debt is on track to approach 100% of GDP by 2029, singling out persistent U.S. deficits as a key concern.
- Its Global Financial Stability analysis highlighted rising risks from non‑bank financial institutions and private credit, with banks in the U.S. and Europe holding roughly $4.5 trillion of exposure.
- Georgieva called for easing U.S.–China frictions, cautioning that any rare‑earth supply cutoff would have a material impact on global growth.
- The IMF lifted its 2025 global growth outlook to 3.2% but cautioned that stretched market valuations and a potential reversal in AI‑driven investment could quickly sap momentum.