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The next few months are going to get interesting as markets react to the ongoing mess that is the Gulf, rising oil prices, wobbling stocks, rising bond yields, broken supply chains, and the reassessment of the AI “revolution”. Meanwhile, the US political cycle goes into the Mid-Terms. I would suggest everyone reads Regime Change, the new book on Imperial Trump, to understand what the last 18 months has been about.
The next few months are going to get interesting as markets react to the ongoing mess that is the Gulf, rising oil prices, wobbling stocks, rising bond yields, broken supply chains, and the reassessment of the AI “revolution”. Meanwhile, the US political cycle goes into the Mid-Terms. I would suggest everyone reads Regime Change, the new book on Imperial Trump, to understand what the last 18 months has been about.
It’s a wake up and smell the coffee sort of morning in the AI markets. AI is here to stay. Everyone is using it. Why are prices tanking? It’s about competition, adoption and data sovereignty. Maybe it’s time for a rethink? How did it get so huge so fast? That’s a question about overly cheap liquidity and speculation, which is why Tesla’s numbers are so interesting.
“As advocacy journalism, The Battle for Hamble succeeds handsomely: vivid, indignant, and genuinely illuminating about the perverse incentives and quiet statistical failures inside Britain’s planning machinery.”
Regime Change occurred in the UK with relatively a few headless corpses left on the field of political failure… Burham is juggling with talent, spending and tax constraints, to maintain confidence. To succeed he needs to get radical. Social Housing is one avenue to growth he could pull off, and it could be funded off-balance sheet. The UK ain’t finished yet!
There may be multiple storms and whirlpools on the horizon, but the market remains convinced it will weather them all. That’s a sign of dangerous times. There are times to let the boat run free, and times to trim the sails and slow before something breaks with catastrophic consequences: will it be the AI Bubble, Debt, Iran & Oil, or a No-See-Um?
In the past 15 years the US economy has left Europe in the rear-view mirror. While America booms, Europe appears to be flatlining. The question is why? Americans say it’s entirely Europe’s fault: bad policies, failing politics, and lack of unity. However, the consequences of the (as yet unresolved) European Sovereign debt crisis triggered by the Global Financial Crisis of 2008 was the speedbump.
C’mon. England won, but Norway was sparkling. It’s a genuine shame they are out the World Cup, but didn’t they do well? There is much that Norway’s successful blend of capitalist social democracy could teach the rest of the West. Most countries squander their abilities and resources – not Norway.
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Bill Blain is a leading market commentator. He regularly contributes articles and appears on mainstream financial media. Here is a selection of recent external articles and appearances.
Guest Posts

July 4, 2025
Evolving the NHS – Property Chronicle
To see the article please click the link below. Evolving the NHS to cope with our aging population [...]

February 1, 2024
Crypto: The End is Nigh
Finally, I think the Bitcoin improbability bubble has burst.

December 15, 2023
European markets will suffer more than U.S. in 2024
Bill Blain says there will be risks during the fourth year of the U.S. presidential cycle, but more turbulence in [...]

November 6, 2023
When everyone says “Sell China” it’s time to be looking at the opportunities!
The Chinese Economy looks awful. I challenge readers to find anything positive written about it in recent weeks.
Podcasts & Videos
August 22, 2025
FED Powell Speech In Jackson Hole
Bill chats over a range of current subjects on the IG Expert Edge section of their daily "Trade Live with [...]
August 1, 2025
Amazon Fails to Deliver, Market Falls off ATH and more
Bill chats over a range of current subjects on the IG Expert Edge section of their daily "Trade Live with [...]
July 11, 2025
Trump Attacks Canada Over Fentanyl and more
Bill chats over a range of current subjects with Angeline Ong at IG









