Here Are the Signs of a Slow-Moving Credit Crunch

Here Are the Signs of a Slow-Moving Credit Cr...

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David Shor and Byrne Hobart on the Politics of a White-Collar Wipeout

Nobody knows when or if AI will lead to mass displacement of white-collar work. But the anxiety is clearly here now, and there's very little evidence that our politicians are taking it seriously. Of course, there are at least two questions operating at once here. The first is whe ...  Show more

What the Iran War Means for Dubai's Luxury Boom

Dubai has become a huge destination for the rich, with an influx of high-net-worth residents driving up property prices and boosting the UAE's tax revenues in recent years. And of course, Gulf countries more broadly have a lot of oil wealth that they've ploughed into everything f ...  Show more

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Mike Wilson: The Risk of a Credit Crunch
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As markets look to recent bank failures, how are valuations for both stocks and bonds likely to change with this risk to growth?


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Welcome to Thoughts on the Market. I'm Mike Wilson, Chief Investment Officer and Chief U.S. ...

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