Wednesday, October 15, 2025

Jittery Markets

Gita Gopinath on the crash that could torch $35trn of wealth
https://www.economist.com/by-invitation/2025/10/15/gita-gopinath-on-the-crash-that-could-torch-35trn-of-wealth
The world has become dangerously dependent on American stocks, writes the former IMF chief economist.



Central banks stoked the dotcom bubble. They’re doing it again for AI
https://www.telegraph.co.uk/money/investing/stocks-shares/39-months-from-end-ai-bubble/
Tech stock red flags are unmistakable, if history is to be believed.

How market jitters could turn to disaster for investors
https://www.telegraph.co.uk/business/2025/10/15/heres-how-market-jitters-could-turn-to-disaster-for-investo/
Corporates can now borrow money at a cheaper rate than many governments. 


Political Turmoil in France Weighs on Businesses and Investors

https://www.nytimes.com/2025/10/14/business/france-economy-prime-minister.html

As a new prime minister seeks stability, three government shake-ups since last summer have already taken their toll on the French economy.