Anonymousabout 2 hours ago
Bank of England Deputy Governor Sarah Breeden publicly warned that global stock markets are overvalued and due for an "adjustment," citing stretched AI valuations, a sixfold expansion in untested private markets, and risk premia near pre-2008 lows. Her speech, unusually blunt for a central banker, raises questions about whether the warning is a policy signal, a Greenspan-style early alarm, or something more urgent given the convergence of geopolitical, credit, and technology risks facing markets in 2026.