#financialcrisis

Will the Mid-Terms (and the Democrats trouncing of Republicans) be the spark that (finally) ignites the petrol of an AI-driven financial crisis. If the Dems *do* slow down (or even halt, only temporarily) the build-out of data centres, the associated debt overhang is pretty quickly going to look unsustainable (as many already think it is). And this morning, stock-markets across the world are already falling as AI-related stocks look (even) more risky! #FinancialCrisis #politics #AI h/t FT

For those of us/you waiting for the (inevitable?) crash related to AI & related technologies, the late economist Rüdiger Dornbusch, observed: 'crises take longer to arrive than you can possibly imagine, but when they do come, they happen faster than you can possibly imagine'! #AI #FinancialCrisis h/t FT

Dimon Sees Rivals Doing 'Dumb Things' in Credit, AI Scare Trade Returns |The Opening Trade 2/24/2026 JPMorgan Chase & Co. Chief Executive Officer Jamie Dimon, asked about fierce competition across the financial industry, said he’s starting to see parallels to the era before the 2008 financial crisis, when a rush to make loans ended disastrously. Stocks staged a cautious rebound after fears about the disruptive impact of artificial intelligence sparked an indiscriminate selloff across broad swathes of the market. The so-called AI scare trade has become a dominant theme for stocks, with selling spreading beyond software to hit insurance brokers, private credit, cybersecurity and even real estate services. (Source: Bloomberg) Read more: https://www.bloomberg.com/news/videos/2026-02-24/the-opening-trade-2-24-2026-video #jpmorganchase #jamiedimon #ai #financialcrisis #privatecredit

Katie Martin (FT) argues that Bitcoin can be a useful indicator of changes in risk appetite & thus offer some potential guidance on wider stock market moves. When people have an appetite for risk they may well buy into Bitocioin, but when that sentiment shifts to higher risk adversity they sell out... If so, then recent moves in Bitocoin look to be pre-shadowing S&P500 shifts and indeed may be another indicator of a coming 'correction'? #FinancialCrisis #Bitcoin #economics