favorites

How US bonds and budget could crash the AI boom

Inflation and excess AI investment funding are the biggest risks facing the US and other economies. They argue for moving quickly to slow the US...

Adrian Blundell-Wignall

US government debt and the size of the collateral-based non-bank financial intermediaries sector need to lose weight. This should come first.

Oligopolies and a lack of foreign investment are driving up the cost of living, yet governments on both sides of the aisle are turning a blind eye.

Europe has a different monetary policy structure that leads to less extreme outcomes compared to anglo-saxon nations.

We need to stop subsidising the sector and bring back a resource rent tax to support the real determinants of long-term growth.