The First Crack in the AI Bubble Just Appeare...

It was maybe inevitable that the oil shock would lead to a dollar shock especially around Asia. The sudden, sharp rise in oil prices is essentially a margin call in dollars which hits the biggest energy importers the hardest. Today, the biggest economy in Southeast Asia just tigh ...  Show more

Deutsche Bank. Wells Fargo. Both global systemically important banks are sitting here watching their stocks get pounded in the same way as BlackRock or Blackstone. Thankfully, not as bad as Blue Owl. Yet. And it is for the same reason. We know the private credit industry and shad ...  Show more

How are people feeling about the economy after the dramatic drop in stocks? They’re “Googling the word ‘recession’ like crazy,” an economics professor told us. On the show today: Why perception is so important in economics. Also: The not-so-bad reasons for the higher unemployment ...  Show more

Central banks play a crucial role in monetary policy and moderating the business cycle. Our Head of Corporate Credit Research explains why, despite their power, these financial institutions can’t quickly steer through choppy economic waters.

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The market sinking after the Federal Reserve raised interest rates by 75 basis points and forecast more hikes in the future to fight inflation. Former National Economic Council Dirctor Gary Cohn weighs in on whether a recession is now more likely than a soft landing. Jefferies Ch ...  Show more

Forward Guidance is sponsored by VanEck. Learn more about the VanEck Morningstar Wide MOAT ETF (MOAT) at https://vaneck.com/MOATFG. This interview was recorded on Friday, August 2, during Friday's sell-off but before the vicious sell-off on Monday. he did talk about the potentia ...  Show more