Dambisa Moyo highlights the risks created by soaring valuations, mounting leverage, and overreliance on technology stocks.
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Economics
Jul 8, 2026
Dambisa Moyo
Fueled by more than $1 trillion in borrowed money and rising leverage across the financial system, US stock markets may have entered bubble territory. Two developments could trigger a sharp correction: higher interest rates and a loss of confidence in the handful of tech giants driving the AI boom.
The US economy shows surprising strength with robust job growth and consumer spending, yet Wall Street is faltering. Investors…
Rising bond yields, elevated leverage, and an ongoing correction in AI stocks are making the financial system more fragile.
As tech firms make huge profits and investors fear losing out, both are doing their best to hold off the day of reckoning
I have been battling my FOMO - a nagging trait we investors must constantly fend off - and have taken steps that felt sensible…
COLUMN. In her column, the economist points out that the financial markets have been inflated by decades of monetary policy…
The recent slide among AI stocks has once again put fears of a tech bubble at the forefront of investors' minds.
