Will Creditism Collapse?
Posted February 12, 2026
Something fundamental is shifting beneath the global economy.
For weeks in the Creditism 101 series, we’ve been working toward this moment.
Why do economic systems collapse?
What is the true condition of Creditism in 2026?
Why are policymakers re-engineering it in real time?
Now the question can no longer be postponed:
Will Creditism collapse?
The Global Pressures Facing Creditism in 2026
The system is under pressures unlike anything it has faced before.
The rivalry with China is no longer economic competition. It is a strategic contest for global dominance.
Globalization is reversing.
Inflation has returned — and may not retreat.
Control over monetary policy is becoming a political battleground.
The institutions that stabilized Creditism for decades are under strain.
The AI Race: The Decisive Variable
And at the center of it all is one decisive variable: The AI race.
Artificial intelligence will determine productivity, military capability, surveillance power, and technological supremacy. The country that wins the AI race will shape the global order for decades.
That is why trade policy is being rewritten.
Why industrial policy has returned.
Why capital is being redirected at massive scale.
Why control over the Federal Reserve now matters so much.
What Happens If Creditism Fails?
If Creditism fails to adapt to these new constraints, the consequences will not be confined to asset prices or economic growth.
They will reach into national survival itself.
But collapse is not inevitable.
The United States still commands enormous strengths — financial, technological, institutional. It remains at the frontier of artificial intelligence.
So which way does this go?
Does Creditism break under the weight of its new constraints?
Or does something even more profound happen?
Watch This New Macro Watch Video
In this new Macro Watch video, I lay out the full framework — the constraints, the risks, the strategic contest with China, and the deeper transformation that may already be underway.
The answer to the question “Will Creditism collapse?” is not simple.
And it may not be what you expect.
Subscribers to Macro Watch can click here to watch this video now.
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This is the 14th video in the Creditism 101 series. To see a list of all the videos in this series, CLICK HERE and scroll down a bit. You will find them all there.
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