Are global stock markets heading for a crash? Economies thrown into renewed turmoil as AI debt, Iran war and soaring government bond yields fuel alarm The Guardian - UK · Sep 20
Why is the Trump administration causing turmoil in the bond markets? As yields are dragged higher in the UK, Europe and Japan, the impact for consumers and businesses will be far-reaching The Guardian - UK · Aug 20
The Death of Savings: Why Americans' Financial Safety Nets Just Shrank to a Panic-Inducing 2.6% Société Générale warns that dwindling US savings and record household debt expose the economy to risks, especially if the AI-driven market rally falters. International Business Times UK · Jun 22
The week the AI scare turned real and America realized maybe it isn't ready for what's coming From the "Ghost GDP" to mass layoffs at tech companies, this was the week AI's new collar economy took full effect. Fortune · Feb 28
‘If I was 18 now, there is no way I would go to university only to leave with huge debts and poor job prospects,’ analyst says. He’d be an electrician The AI macro doomsday scenario is not for 2028, says Albert Edwards of Societe Generale. “It’s here right now!” Fortune · Feb 26
Top analyst: Trump's economy marked by 'soggy consumption, weak job gains and a sour public mood' J.P. Morgan’s David Kelly sees a political earthquake in 2026, while Société Générale’s Albert Edwards is alarmed by just how little Americans are saving. Fortune · Feb 9
How Japan replaced France as the country young Americans obsessively romanticize—they’re longing for civility America used to be the archetypal “soft power” country, but sushi, anime, and a different way of life place it in the land of the rising sun for Gen Z. Fortune · Feb 5
'Some form of crisis is almost inevitable': The $38 trillion national debt will soon be growing faster than the U.S. economy itself, watchdog warns "The United States is deeply indebted, and its finances are on an unsustainable long-term trajectory," says the Committee for a Responsible Federal Budget. Fortune · Jan 22
Why the $38 trillion national debt doomed Fed independence regardless of the Trump/Powell drama, top economist says “The reason markets didn’t react more is because we already wrecked the independence of the Fed,” said Tyler Cowen, economist and blogger extraordinaire. Fortune · Jan 13
Scott Bessent calls the Giving Pledge well-intentioned but ‘very amorphous,’ growing from ‘a panic among the billionaire class’ “When you see that people have a stake in the system, they don’t want to bring the system down,” the Treasury secretary argued at the DealBook Summit. Fortune · Dec 3, 2025
K-shaped economy and 'collective holding of breath' about the AI bubble both appear in Fed’s temperature check The latest "Beige Book" describes a widening gap between America’s social classes, with “early signs of strain on middle-income consumers.” Fortune · Nov 27, 2025
Cathie Wood Pushes Back On Bubble Narrative, Says AI Boom 'Has Just Begun' And We're In The 'First Inning' Investor and CEO of Ark Invest, Cathie Wood, has pushed back against claims of an unsustainable bubble in the AI and crypto markets, saying that the current liquidity strain is temporary and poised to reverse course soon. Benzinga · Nov 25, 2025
Analyst who called the dot-com bubble says Americans are turning a deaf ear to AI warnings—and a worse meltdown than 2008 looms “Generally, when you're gripped by a bubble, people just don’t want to listen because they’re making so much money,” warns Albert Edwards. Fortune · Nov 23, 2025
The analyst who once predicted the ‘end of capitalism’ sees Zohran Mamdani’s election as a ‘day of reckoning coming in’—and corporates only have themselves to blame Albert Edwards says Zohran Mamdani’s policies are “lunacy,” but big companies “laid the seeds for their own destruction.” Fortune · Nov 22, 2025
Fortune · Sep 15, 2025 Top analyst who once feared 'the end of capitalism' rips French and British boomers for sabotaging Gen Z futures "Inter-generational tension is not just because boomers have got rich from QE driving asset prices higher, especially housing," Albert Edwards wrote on LinkedIn.
The Guardian - UK · Mar 16, 2025 Fear of a tariff ‘Trumpcession’ puts pressure on Bank and Fed over interest rates A trade war could push up inflation when both the UK and US economies really need cheaper borrowing. So what’s a central bank to do?
The Guardian - UK · Jan 19, 2025 Trump versus the bond market: president-elect’s campaign rhetoric puts investors on edge Some analysts fear ballooning federal debt and a bullish stock market means ‘something will surely snap’
Fortune · May 23, 2024 BlackRock’s bond guru Rick Rieder says the Fed’s favorite inflation firefighting strategy is failing—‘the private sector has become a creditor now’ “It’s ambiguous to me today, at best, whether a higher [interest] rate helps bring down inflation versus actually contributes to it,” Rick Rieder told Fortune.
Fortune · May 17, 2024 17,000-company study of COVID greedflation shows most profited from cost-of-living crisis Businesses saw their profit margins spike by 30% compared with the pre-COVID period, stoking claims of profiteering by big firms.
Fortune · Dec 13, 2023 There's a 'silver lining' to China's 'deflationary cloud'—they can 'export' lower prices to the West in a win-win scenario, according to Société Générale's Albert Edwards “The ‘West’ wants lower inflation, while China (and Japan) wants higher inflation. There is a deal to be done and maybe all parties can benefit," Edwards wrote.
Fortune · Dec 8, 2023 ‘Greedflation’ study finds many companies were lying to you about inflation Companies like Exxon Mobil, Shell, and Kraft Heinz enjoyed bumper profits as consumers struggled with historic inflation.
Fortune · Oct 27, 2023 Forget about that hot GDP report—small companies are being ‘garroted’ by the ‘7 Fed Horsemen of the Apocalypse,’ top strategist warns Société Générale’s Albert Edwards believes “greedflation” boosted pandemic profits, but now that’s over, and AI optimism isn’t enough to stave off a collapse.
Fortune · Oct 4, 2023 Top strategist sees ‘echoes of the 1987 crash’ in today’s stock market. ‘All you can do is brace yourself and hope for the best' Société Générale’s Albert Edwards said that while some economists are expecting a soft landing his “view is that a recession still lurks.”
Fortune · Jul 21, 2023 America has avoided a recession. But don’t thank the Fed—thank the corporate sector, says top strategist "It is indeed a mad, mad world," says Société Générale's Albert Edwards. “What on earth is going on? Something very strange has happened…”
Fortune · Jun 14, 2023 Corporate ‘greedflation’ could lead to a ‘deeper for longer’ recession, top investment bank strategist warns Greedflation may force the Federal Reserve to keep interest rates “higher for longer” to fight inflation, pushing the economy into recession.