Fed survey: Concerns about AI on the rise

November 11, 2025

Policy uncertainty, including on global trade and central bank independence, and overall geopolitical risk topped the list of financial stability concerns in a new Federal Reserve survey released on Friday, Nov. 7.

The biannual Financial Stability Report also found that acute concerns about artificial intelligence are on the rise. AI emerged as a stability risk, cited as a potential shock in the next 12 to 18 months by 30% of the U.S. central bank's market contacts.

The Fed said that concern was primarily focused on how sentiment towards AI had driven recent stock gains, and how a shift in that perspective could lead to "large losses" in markets and potentially broader economic implications.

Persistent inflation, higher long-term interest rates and fiscal debt sustainability were also among the most cited stability concerns in the near term, the Fed said. See more findings.

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