Potential Consequences of an AI Bust

AI Bust Risks Ripple Effects from Growth to Credit, BIS Says
https://finance.yahoo.com/economy/policy/articles/ai-bust-risks-ripple-effects-090000030.html
 
BIS Sees Peril for Economy, Financial System in AI Investment Boom
https://www.wsj.com/economy/bis-sees-peril-for-economy-financial-system-in-ai-investment-boom-326960fb
 
Trillion-Dollar Borrowing Binge Lifts the Stock Market to Risky Heights
https://www.wsj.com/finance/stocks/the-trillion-dollar-borrowing-binge-lifting-the-stock-market-to-risky-heights-8d0377f9
Leveraged funds and margin debt have grown to unprecedented levels this year. 

MY TAKE:

The AI bubble could be worse than the dot-com bust by Vivekanand Jayakumar, The Hill - 06/16/26
https://thehill.com/opinion/finance/5925202-tech-bubble-ai-driven-growth/

Economic Impact of Shifting Weather Patterns

Hot weather could reshape the global economy
https://www.telegraph.co.uk/business/2026/06/24/how-hot-weather-could-reshape-the-global-economy/ 

AI and Tech Jobs

Silicon Valley’s AI jobs purge is a warning for the world
https://www.telegraph.co.uk/business/2026/06/29/silicon-valleys-ai-jobs-purge-is-a-warning-for-the-world/
Tech giants are cutting staff to spend more on agents, with no signs of slowing down the automation drive.
 
The AI factory: the rewiring of India's tech industry | FT Film
https://youtu.be/UfyxN46tCz8 

UK versus South Korea

Low immigration and a dose of Thatcherism: How South Korea overtook the UK
https://www.telegraph.co.uk/business/2026/06/28/low-immigration-thatcherism-how-south-korea-overtook-the-uk/
The hard-working East Asian nation maintains a momentum that European economies lack. 

Equity Trading - Interesting Items

Why macro trading is hard
https://www.economist.com/finance-and-economics/2026/06/23/why-macro-trading-is-hard
More difficult than knowing what to buy is how much.
 
Best Investments Over the Last 100 Years? Almost All Are Tech Companies.
https://www.nytimes.com/2026/06/26/business/apple-nvidia-tesla-spacex-stock-market-winners.html 

Smartphones, AI, and Rural India

Smartphones and AI are remaking rural India
https://www.economist.com/asia/2026/06/23/smartphones-and-ai-are-remaking-rural-india
Villages have fallen in love with short-form videos and chatbots. 

China, Europe, and the Global Imbalances Debate

Global imbalances have little to do with Europe’s industrial woes
https://www.economist.com/leaders/2026/06/25/global-imbalances-have-little-to-do-with-europes-industrial-woes
The EU has forgotten that it, like China, is a surplus economy.

The Openness That Powered Germany’s Economy Is Now Its Biggest Weakness
https://www.wsj.com/world/europe/the-openness-that-powered-germanys-economy-is-now-its-biggest-weakness-33918619
The country that once led the world in exports has been stuck in neutral since before the Covid-19 pandemic.

China’s Failed Rebalancing
https://www.project-syndicate.org/commentary/chinese-economy-consumer-led-rebalancing-has-failed-by-stephen-s-roach-2026-06
When China’s leaders first acknowledged the need to rebalance the economy nearly two decades ago, it seemed like a matter of when, not if. But with the household consumption share of Chinese GDP remaining stubbornly low, officials’ promises to boost domestic demand have lost all credibility.

How the EU can respond to second ‘China Shock’

https://www.reuters.com/commentary/how-eu-can-respond-second-china-shock-2026-06-12/