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AI Job Losses Could Spark Market Crash, Report Warns

4/1/2026

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Story summary
  • Citrini Research's February report, The Global Intelligence Crisis, argues AI-related job losses could trigger a market crash.
  • Betting on this scenario has gained traction, with implied odds rising from 10% to over 30% on Kalshi.
  • Key Citrini indicators include unemployment above 10% and a significant S&P 500 decline.
  • As of Monday, betting volume reached $14.4 million.
  • Fidelity's Jurrien Timmer attributes volatility to other factors, such as reduced rate-cut expectations.