Latest Interviews
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Clear all filters- The Economist8 min
Has the AI boom entered a manic new phase? | The Economist
Henry Curr, Mike Bird, Josh Roberts
US equity markets have reached near-record capitalization levels driven primarily by massive AI-focused "giga IPOs" like SpaceX and anticipated offerings from Anthropic and OpenAI. This concentration, now comprising nearly 40% of the S&P 500, coincides with unusual retail participation and inverted options pricing that signal a shift toward speculative mania. Simultaneously, major technology firms have redirected capital expenditure toward infrastructure, causing a collapse in free cash flow and transforming the sector into a dominant force in global corporate debt markets.
- The Economist23 min
View to a killing: bond yields rise and rise
Rosie Bloor, Josh Roberts, Henry Kerr, Edward McBride
Rising global bond yields driven by sticky inflation and anticipated US fiscal expansion under Donald Trump are forcing higher borrowing costs for governments and consumers alike, while threatening to slow economic growth. Parallel strategic tensions involve the US exploring coercive or transactional methods to secure Greenland's critical mineral resources and naval significance, despite local sovereignty concerns. Meanwhile, Singapore faces a severe crisis in its UNESCO-recognized hawker culture as high recruitment costs and low profits deter younger generations, prompting a struggling government to rethink its intervention strategies.