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Wall Street Sees an AI Bubble Forming and Is Gaming What Pops It

It’s been three years since OpenAI set off euphoria over artificial intelligence with the release of ChatGPT. And while the money is still pouring in, so are the doubts about whether the good times can last.

Wall Street Sees an AI Bubble Forming and Is Gaming What Pops It

Don’t fear China’s trillion-dollar trade surplus

It is a problem not for the rest of the world, but for itself

Don’t fear China’s trillion-dollar trade surplus

What a stiff drink says about China’s economy

The baijiu business is the latest to be struck by “involution”

What a stiff drink says about China’s economy

Asia’s inexpensive AI stocks should worry American investors

Tech mania looks very different in Japan, South Korea and Taiwan

Asia’s inexpensive AI stocks should worry American investors

America’s Supreme Court should strike down Donald Trump’s tariffs

The judges’ credibility is at stake

America’s Supreme Court should strike down Donald Trump’s tariffs

Which economy did best in 2025?

Our annual ranking returns

Which economy did best in 2025?

Fed Cuts Rates With Three Dissents, Projects One Cut in 2026 (10.12.2025)

Federal Reserve officials delivered a third consecutive interest-rate reduction and maintained their outlook for just one cut in 2026.

Fed Cuts Rates With Three Dissents, Projects One Cut in 2026 (10.12.2025)

China Vows to Stabilize Property Market as Crisis Deepens (11.12.2025)

Chinese policymakers pledged to intensify their efforts to stabilize the housing market at a key economic meeting, reaffirming policies issued last year but stopping short of the measures some economists think are needed to revive the sector.

China Vows to Stabilize Property Market as Crisis Deepens (11.12.2025)

Wachstumsprognose für Deutschland deutlich gesenkt (11.12.2025)

‘Silent Dissents’ Reveal Growing Fed Resistance to Powell’s Cuts (11.12.2025)

Federal Reserve Chair Jerome Powell downplayed dissenting votes against Wednesday’s decision to lower interest rates again, but a slew of finer details from the meeting revealed just how divided the central bank has become.

‘Silent Dissents’ Reveal Growing Fed Resistance to Powell’s Cuts (11.12.2025)

ECB Will Probably Lift Growth Forecasts Next Week, Lagarde Says (10.12.2025)

The European Central Bank’s new forecasts next week will probably feature a more optimistic outlook for economic growth, according to President Christine Lagarde.

ECB Will Probably Lift Growth Forecasts Next Week, Lagarde Says (10.12.2025)

US-Geldpolitik: Notenbank Fed senkt abermals den Leitzins (10.12.2025)

Unter erschwerten Bedingungen hat die US-Notenbank ihre Zinsentscheidung getroffen: Der Leitzins wurde zum dritten Mal in Folge gesenkt. Notenbank-Chef Powell steht weiter unter massivem Druck.

US-Geldpolitik: Notenbank Fed senkt abermals den Leitzins (10.12.2025)

What China will dominate next

The country’s high-speed innovation holds lessons for the world

What China will dominate next

FED ZINSENTSCHEID I 10.12.2025 I NOTIZEN M.E.STUBENBÖCK.pdf

How to spot a bubble bursting

Forget valuations. Look out for search-engine hits and fund managers getting fired

How to spot a bubble bursting

Chris Waller, not Kevin Hassett, should lead the Federal Reserve

President Trump should choose the technocrat over the partisan

Chris Waller, not Kevin Hassett, should lead the Federal Reserve

The meaning of China’s record-high trade surplus

The country is too complacent about its export dependence

The meaning of China’s record-high trade surplus

FOMC Press Conference, December 10, 2025

HINWEIS: VIDEOAUSSCHNITTE ZUR ZINSENTSCHEIDUNG/-PROGNOSE Frage 1: Ist die FED on HOLD? + Outlook ist positiver, warum? Frage 2: Mehr Wachstum aber nicht bessere ARLO-Zahlen - was ist der Hintergrund? Frage 3: Was ist der Hintergrund der Uneinigkeit der FED Mitglieder? Frage 4: 3 Mal 3 Zinssenkungen in den 90er Jahre, danach immer eine Zinserhöhung? Was können wir dieses Mal erwarten?

FOMC Press Conference, December 10, 2025

FOMCpresconf20251210.cleaned.pdf

fomcprojtabl20251210.cleaned.pdf

Fom cpresconf20251210

Traders Are Betting on Fewer Interest-Rate Cuts Across the Globe (09.12.2025)

From Australia to Europe and the US, traders are betting that monetary easing from central banks will slow or stop altogether.

Traders Are Betting on Fewer Interest-Rate Cuts Across the Globe (09.12.2025)

EU fixiert Klimaziel für 2040 (10.12.2025)

ECB’s Villeroy Sees Downside Inflation Risks Bigger Than Upside (05.12.2025)

Risks of euro-area inflation easing are at least as significant as those of an acceleration, and the European Central Bank would act if there’s a persistent undershoot of its 2% target, according to Governing Council member Francois Villeroy de Galhau.

ECB’s Villeroy Sees Downside Inflation Risks Bigger Than Upside (05.12.2025)

Modi, Putin Meet to Deepen Economic Ties Despite US Pressure (05.12.2025)

Indian Prime Minister Narendra Modi and Russian President Vladimir Putin pledged to widen economic ties in the face of pressure from US President Donald Trump to slam the brakes on an oil trade that surged after the Kremlin’s war on Ukraine.

Modi, Putin Meet to Deepen Economic Ties Despite US Pressure (05.12.2025)

JPMorgan CEO Jamie Dimon Says Europe Has a ‘Real Problem’ (06.12.2025)

JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon called out slow bureaucracy in Europe in a warning that a “weak” continent poses a major economic risk to the US.

JPMorgan CEO Jamie Dimon Says Europe Has a ‘Real Problem’ (06.12.2025)

Macron Calls for a Rethink on How ECB Approaches Monetary Policy (08.12.2025)

French President Emmanuel Macron called for a change in approach to monetary policy at the European Central Bank to boost the single market and protect it from the risks of financial crisis.

Macron Calls for a Rethink on How ECB Approaches Monetary Policy (08.12.2025)

ECB’s Schnabel ‘Rather Comfortable’ on Bets Next Move to Be Hike (08.12.2025)

Executive Board member Isabel Schnabel is comfortable with investor bets that the European Central Bank’s next interest-rate move will be an increase.

ECB’s Schnabel ‘Rather Comfortable’ on Bets Next Move to Be Hike (08.12.2025)

Zahl der Insolvenzen in Deutschland auf Rekordniveau (08.12.2025)

EZB-Direktorin Schnabel stünde für Lagarde-Nachfolge bereit (08.12.2025)

EZB-Direktoriumsmitglied Isabel Schnabel hat erklärt, sie sei bereit, das Amt der Präsidentin zu übernehmen, wenn die Amtszeit von Christine Lagarde in weniger als zwei Jahren endet.

EZB-Direktorin Schnabel stünde für Lagarde-Nachfolge bereit (08.12.2025)