Market Update 9 September 2025, with columns by Harry Geels, Rens Borsje and Bob Homan
Market Update 9 September 2025
Bob Homan: Are AI shares too good to be true?
Artificial intelligence is everywhere. In the media, in business strategies, in your private life, and above all: in stock market prices. The hype is reaching a peak.
The dominance of the dollar is under pressure due to shorter maturities, declining demand for Treasuries and (geo)political risks. What is yet to come? Or what is already happening?
‘Greed is good’ is perhaps the most misused one-liner in economic debate. There are many misconceptionsabout it. But what we really need is more (constructive) selfishness.