Is the AI Boom a Bubble Waiting to Pop? Here’s What History Says
Photographer: Liesa Johannssen/Bloomberg (Bloomberg) — As the artificial intelligence trade continues to push the stock market to new…
Emerging-Market Stock Index Nears Five-Year High on AI Bids
Bloomberg (Bloomberg) — Emerging-market stocks kicked off 2026 with their strongest start in years, climbing close to a…
Dollar Posts Worst Year Since 2017 With More Fed Cuts Expected
Bloomberg (Bloomberg) — The dollar ended 2025 with the sharpest annual retreat in eight years and investors say…
11 big trades of 2025: Bubbles, cockroaches, and a 367% jump – Yahoo Finance
11 big trades of 2025: Bubbles, cockroaches, and a 367% jump Yahoo FinanceSo long, American exceptionalism Financial TimesY’all thought stocks…
China to hide bad debt records for pandemic-hit borrowers who repay small loans
China’s central bank has unveiled a credit-rehabilitation policy to help individuals who defaulted on small loans rebuild their…
The Most Worrying Bits from Bloomberg’s Worrisome AI Bubble Q&A with Jason Furman
Which data points qualify as true recession indicators? The yield curve, a comparison of short- and long-term interest…
At Goldman and Citadel Securities, the Santa Rally Has Believers
(Bloomberg) — Traders who spent most of December wondering if the typical year-end “Santa Claus rally” was ever…
South Korea Is Pulling Out All Stops to Try to Prop Up Won
Bloomberg (Bloomberg) — In South Korea, calls for action to stem the won’s decline are getting louder by…
Dutch Pension Shift Obsessing Bond Traders Is About to Get Real
(Bloomberg) — In the European market for long-term bonds, a once-loyal and deep pocketed customer is about to…
Wall Street Sees AI Bubble Coming and Is Betting on What Pops It
(Bloomberg) — It’s been three years since OpenAI set off euphoria over artificial intelligence with the release of…
Alphabet poised for another paper gain as SpaceX valuation jumps
(Bloomberg) — Alphabet Inc. (GOOG, GOOGL) is set to book another sizable paper gain after SpaceX (SPAX.PVT) completes…
Rich World’s Rate-Cut Momentum Is Fading Away
Photographer: Jason Alden/Bloomberg (Bloomberg) — The final flurry of global monetary policy decisions for 2025 is likely to…