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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"Labour markets cannot function efficiently without truthful and non-misleading information about earnings and other material terms," Christopher Mufarrige, director of the FTC's Bureau of Consumer Protection, said in announcing the deal.