Business

IMF tells advanced economies to 'bring debt down' as borrowing costs rise

BBC Business · 2026-09-22

AI SUMMARY

• What happened: The IMF's managing director, Kristalina Georgieva, urged advanced economies, including the UK and US, to reduce borrowing and debt levels due to rising government interest costs during her speech at the UN General Assembly. • Why it matters: This warning highlights the urgent need for fiscal responsibility as both the UK and US face significant debt levels, with the UK's borrowing in August reaching £18.3 billion and US debt surpassing $40 trillion, raising concerns about economic sustainability. • What to watch next: Observers should monitor upcoming fiscal policies from the UK government, particularly Prime Minister Andy Burnham's first Budget, and any measures taken by advanced economies to address rising debt and interest rates in the context of global economic challenges.

**IMF Urges Advanced Economies to Reduce Debt Amid Rising Borrowing Costs**

In a recent address during the United Nations General Assembly in New York City, Kristalina Georgieva, managing director of the International Monetary Fund (IMF), emphasized the urgent need for advanced economies, including the United Kingdom and the United States, to curtail borrowing and lower debt levels. This call comes in light of escalating government interest costs that have surged in recent weeks due to various global economic shocks.

Georgieva highlighted that these shocks have caused debt levels to rise significantly, describing the situation as a "staircase not to heaven." She criticized governments for not taking sufficient action to manage the costs associated with servicing this debt. "It’s time to take that action," she stated, urging politicians to demonstrate the "courage" necessary to implement fiscal measures aimed at reducing debt.

The IMF's warning is particularly pertinent as governments face rising borrowing costs, influenced by geopolitical tensions that have disrupted oil supplies and contributed to inflationary pressures. In the UK, these rising costs are especially pressing as Prime Minister Andy Burnham prepares for his first Budget next month. Recent statistics revealed that the UK's borrowing reached £18.3 billion ($24.4 billion) in August, a figure that is nearly 20% higher than the same month last year and above official forecasts. Additionally, debt interest payments for August were reported to be the highest for that month since records began in 1997.

The United States, the world's largest economy, is also grappling with significant debt, which has now surpassed $40 trillion—doubling in just a decade. This alarming trend has raised concerns both domestically and internationally regarding the sustainability of such high debt levels.

During her remarks at the UN, Georgieva reiterated that while external economic factors are beyond the control of governments, there are critical domestic policy measures that can be taken. She outlined two essential actions: reducing debt levels and prioritizing fiscal consolidation, while also ensuring that central banks focus on maintaining price stability. "It is impossible to stress strongly enough how critical it is to get the courage to take the steps that are necessary," she remarked, acknowledging the political challenges that accompany such decisions.

When questioned about the UK's interest costs relative to other major economies, Georgieva indicated that the UK's situation is not significantly different from that of its peers. She noted the importance of consistent efforts to lower debt and commended the UK's planning and housing reforms. Georgieva pointed out that advanced economies currently lack the financial resources to stimulate growth through spending, which necessitates reforms aimed at encouraging private sector investment.

The rising interest rates on government bonds, which are used by governments to raise funds, have been driven by concerns over inflation eroding returns. Additionally, competition in the bond market has intensified as major technology companies seek to raise substantial funds for investments in artificial intelligence (AI) development, further pushing yields higher.

Georgieva also addressed the potential financial stability risks associated with AI, warning that if AI systems were to operate uncontrollably, it could pose significant challenges to financial stability. She reiterated the IMF's assessment that the global economy is currently influenced by two opposing forces: the shock from energy prices and the investment surge in AI technologies.

In conclusion, Georgieva underscored the necessity for advanced economies to take decisive action to manage their debt levels and ensure economic stability. She stressed that achieving a return to normalcy in energy supply and addressing inflationary pressures are critical steps that need to be prioritized in the coming months. As governments navigate these complex challenges, the IMF's guidance serves as a timely reminder of the importance of fiscal responsibility in an increasingly volatile economic landscape.

Source: BBC Business
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