Dr. Claudio Borio & Joseph Wang on Fiscal Dominance, Financial Instability, and the Boundaries Of Debt-Fueled Economic Growth

Dr. Claudio Borio & Joseph Wang on Fiscal Dom...

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Can The AI Driven Rally Continue? | Weekly Roundup

This week, we're back to discuss the current AI driven market rally and wether or not it can continue. We then deep dive into the positive tailwinds for energy companies, the trillion dollar wave of IPO's in 2026, the bond market sell off, why active is outperforming and more. En ...  عرض المزيد

The Consumer Cushion Is Almost Gone | Weekly Roundup

Markets are partying like it’s 2021 again, but consumers are cracking, inflation is heating up, and policymakers may be losing control. This week, we unpack the AI-driven melt-up in equities, the hidden stress building across Main Street, and why hyperscaler debt, derivatives man ...  عرض المزيد

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Hyun Song Shin on the New Financial Stability Risks
Odd Lots

At Jackson Hole, the Kansas City Fed's annual gathering for economists and central bankers, there's a lot of focus on the short-term path of monetary policy. But, of course, the Economic Symposium is supposed to be about long-term policy frameworks. And central bankers aren't ...

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Inflation risks: 'too much complacency'?
In the market for more

In this week’s episode of IG’s Trading the Markets podcast, IGTV’s Victoria Scholar speaks to Daniel Lacalle, chief economist at Tressis, about the post-pandemic recovery for the US economy, monetary and fiscal policy, and the potential economic risks ahead. Lacalle says there is ...  عرض المزيد

Get Ready for More (Shadow and Traditional) Bank Failures
Real Vision: Finance & Investing

The producer price index was up 11.3% year over year in June, the seventh consecutive double-digit gain, and accelerated to 1.1% from 0.9% in May on a month-over-month basis, as inflationary pressure continues to build. JPMorgan Chase & Co., the biggest bank in the U.S. by market ...  عرض المزيد

The Price of Money - 700 Years of Falling, Can Interest Rates Keep Rising?
Money For the Rest of Us

Interest rates have been sliding for seven centuries. Dive into the historical forces driving this trend and examine whether the recent interest rate spike is just a blip on the radar.

Topics covered include:

<ul><li>How the supply of savings and the demand to borrow ...  عرض المزيد