Sector

Financial markets

Liquidity, rates, bonds, equities, and mechanisms for absorbing global savings.

Global Are we facing a dot-com bubble 2.0? Artificial intelligence and global power / Financial markets

Are we facing a dot-com bubble 2.0?

Artificial intelligence may be a real technological revolution and, at the same time, generate a partial market bubble. The question is not whether AI matters, but how much of current value already depends on excessively perfect expectations.

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May 13, 2026 10 min

Global China produces, the United States borrows, and Wall Street wins Global geoeconomics / Financial markets

Analysis Global

China produces, the United States borrows, and Wall Street wins

China exports surpluses, the United States absorbs global savings through debt, and Wall Street captures a meaningful share of international liquidity. The question is how long this model can hold.

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April 27, 2026 12 min