Bank of England's analysis shows that if the AI stock bubble bursts, the impact may spread to the UK, affecting stock prices, British Treasury yields, and the corporate credit market. Bank of England staff said in a blog post that if the profits of major US technology companies disappoint, investors may view it as a reduction in America's future productivity prospects and withdraw from US assets as a result, rather than seeking safe haven from US assets. This could weaken the dollar and weaken a factor that buffered economies such as the United Kingdom in the past when financial markets were under pressure. Daniel Ostry, Roger Vicquéry, and Emilio Zaratiegui from the Bank of England's global analysis department wrote: “If expectations of artificial intelligence to drive productivity growth are not met, investors may withdraw from the US bond and stock markets at the same time.” They said, “This will be in stark contrast to typical pressure scenarios such as the 2008 global financial crisis.” At the time, investors sought safe haven assets to drive the dollar stronger. This has played a supporting role for Britain. On the one hand, it has enhanced the competitiveness of British exports, and on the other hand, it has also increased the value of the British pound of dollar-denominated positions.

Bank of England's analysis shows that if the AI stock bubble bursts, the impact may spread to the UK, affecting stock prices, British Treasury yields, and the corporate credit market. Bank of England staff said in a blog post that if the profits of major US technology companies disappoint, investors may view it as a reduction in America's future productivity prospects and withdraw from US assets as a result, rather than seeking safe haven from US assets. This could weaken the dollar and weaken a factor that buffered economies such as the United Kingdom in the past when financial markets were under pressure. Daniel Ostry, Roger Vicquéry, and Emilio Zaratiegui from the Bank of England's global analysis department wrote: “If expectations of artificial intelligence to drive productivity growth are not met, investors may withdraw from the US bond and stock markets at the same time.” They said, “This will be in stark contrast to typical pressure scenarios such as the 2008 global financial crisis.” At the time, investors sought safe haven assets to drive the dollar stronger. This has played a supporting role for Britain. On the one hand, it has enhanced the competitiveness of British exports, and on the other hand, it has also increased the value of the British pound of dollar-denominated positions.