Tuesday, October 7, 2025

Is There Too Much Financial Speculation?

How Much Financial Speculation Can the Real Economy Withstand?
https://www.project-syndicate.org/commentary/rampant-speculation-could-set-the-stage-for-another-2008-style-crisis-by-dambisa-moyo-2025-10
Fueled by mobile-trading apps, deregulation, and social media, short-term speculation is reshaping financial markets and eroding the patient capital on which businesses have long relied. If left unchecked, this frenzy could destabilize the US economy and set the stage for a 2008-style global crisis.  


Bank of England sounds alarm over AI bubble
https://www.telegraph.co.uk/business/2025/10/08/bank-of-england-sounds-alarm-over-ai-bubble/
Collapse in over-valued US tech stocks risks triggering a global shock.


We should all be worried about the great AI bubble
https://www.telegraph.co.uk/business/2025/10/06/why-you-should-be-worried-about-the-great-ai-bubble/
Given its enormous scale, an artificial intelligence crash could spell doom.
 
Private credit cash pivots from 'risky' West to emerging markets
https://www.reuters.com/business/finance/private-credit-cash-pivots-risky-west-emerging-markets-2025-10-07