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Barry Eichengreen

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Situations

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Investor skepticism and bubble warnings on AI

17 clusters · 60 sources · last updated

Latest: AI infrastructure spending surpasses U.S. residential investment

Since early July 2026, fund manager Michael Burry has warned that rapid AI-related investment expansion may be forming a bubble. Burry has taken short positions in Nvidia, Micron, Oracle, Tesla, Palantir, and Applied Mat

[ACTIVE] [BUSINESS] [JP] [US] [AU]

Yen volatility persists amid interest rate shifts

55 clusters · 648 sources · last updated

Latest: Japanese Yen falls despite Bank of Japan interest rate hike

Following a coordinated U.S.-Japan yen-buying operation on July 30-31, 2026, the Japanese yen faced renewed downward pressure. While the intervention initially lifted the rate to the ¥155-¥158 range, the currency subsequ

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