Traders have been using junk to bet against the possibility that the Federal Reserve will raise interest rates anytime soon. There is a lot of chatter on bond bubbles and it's not only coming from the ...
DESPITE A DECADE of bitter experience, we have learned little about the buildup and bursting of speculative bubbles. After the euphoric upward march of technolgy stocks and their subsequent collapse, ...
Much recent press has been devoted to warnings of bonds as the next potential market bubble. The rationale typically revolves around ‘excess allocation' to bonds and bond funds by investors during the ...
Equity bears hunting for excess in the stock market might be better off worrying about bond prices, Alan Greenspan says. That’s where the actual bubble is, and when it pops, it’ll be bad for everyone.
Recent Meta and Alphabet bond deals saw strong demand: 'If there was a disaster brewing, that wouldn't have happened' AI might be a bubble, but it could inflate for several more years, according to ...
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Bonds won't shield you in an AI bubble. Here's why
AI has become the story driving markets, corporate strategy, and political attention, and the money chasing it is starting to look dangerously detached from reality. If that enthusiasm curdles into a ...
Like the high market valuation levels he warns about, Société Générale strategist Albert Edwards' bearish missives don't tend to serve well as near-term market timing tools. He acknowledges as much.
Shuli Ren is a Bloomberg Opinion columnist covering Asian markets. A former investment banker, she was a markets reporter for Barron’s. She is a CFA charterholder. As a debt-fueled AI investment boom ...
The changing appetite for Latin American credit is shown by data from EPFR. Emerging market-dedicated bond funds lost $2.64 billion in outflows during the week that ended June 19. The southern ...
Man Group Plc says “bubble risks” are mounting as bond sales boom in the race to build out artificial intelligence infrastructure.
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