The Bank of England is warning a financial crash is coming [View all]
applicable to us too, obv.
The Bank of England has issued a stark new Financial Stability Report and beneath the cautious language lies a clear message: the global risk environment has deteriorated sharply. From AI bubble valuations to fragile shadow banking systems, from overstretched credit markets to potential contagion across sovereign debt, a systemic crisis now looks more like when than if.
In this video, I explain what the Bank is really saying, why markets are repeating 2008 mistakes, and why the UK is deeply exposed.
0:00 Bank of England Warns of Rising Risk
1:10 AI Bubble Concerns and Market Overvaluation
2:25 Fragile Credit Markets and Corporate Leverage
3:40 Echoes of 2008: Hidden Risks and Opaque Structures
5:00 Shadow Banking Risks and Flying Blind
6:40 Sovereign Debt Concerns and Limited Fiscal Capacity
8:15 UK Exposure to Global Contagion and Panic Risk
10:00 SME Lending Collapse and Real-Economy Damage
11:40 Household Stress, Renters at Risk, and Cross-Contamination
14:20 Climate Financial Risks and Systemic Instability