Economics and International Affairs Blog
A politically independent blog by Vivekanand Jayakumar
Thursday, October 1, 2026
Education Tech
Education technology has stolen students’ attention
https://spectator.com/article/education-technology-has-stolen-students-attention-spans/?edition=us
Mortgage Rates and the Housing Market
How 7% Mortgages Are Wrecking the Home-Buyer Playbook
https://www.wsj.com/personal-finance/mortgages/rising-mortgage-rates-and-record-prices-leave-home-buyers-out-of-moves-90606a4a
With prices at record highs and inventory locked up, house hunters are left with dwindling financing options.
Related:
https://www.wsj.com/economy/housing/the-stagnant-housing-market-is-about-to-face-a-7-mortgage-55a041d6
Portfolio Allocation Gets Trickier
Money Managers Are Asking Clients to Give the Bond Market Another Chance
https://www.wsj.com/finance/investing/money-managers-are-asking-clients-to-give-the-bond-market-another-chance-6f874f1c
The bond market is selling off, but the classic 60-40 portfolio is doing what it is supposed to for the first time in years.
While Surging to Records, Stocks Experience Some ‘Wobbles’
https://www.nytimes.com/2026/09/30/business/stocks-sp500-oil-bonds.html
Beneath the S&P 500’s 2 percent gain in the third quarter, the rise in oil prices and bond yields led some investors to become more cautious about the outlook for A.I. profits.
Don’t own bonds and be cautious with stocks
https://www.ft.com/content/c05f3ba5-e24e-4c88-86ed-04f4b229cd15
Balance sheets have become unbalanced and growth in turn may suffer the consequences.
Motivation of AI Doomsayers
Beware of billionaires touting the apocalypse
by GEOFFREY CAIN
https://spectator.com/article/beware-of-billionaires-touting-the-apocalypse/?edition=us
Newer Posts
Older Posts
Home
Subscribe to:
Posts (Atom)