HeyJaredFinancial Fables
Welcome to Financial Fables, where the intricate world of macroeconomics and financial news comes to life through the magic of storytelling.
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- Sep 27, 2026
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A New Season for Bonds (opens the original)
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After a blistering summer London is finally beginning to cool down as we head into autumn (or fall for those American readers).The change in season feels appropriate given the fact that the winds of change are blowing in financial markets too.For much of the past two decades, investors have enjoyed an unusually long summer in which both equities and bonds could rise together. As bond yields fell, bond prices climbed, while lower discount rates also provided a powerful tailwind for equities.But t
Will AI Labs Struggle to Build a Moat? (opens the original)
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Warren Buffett famously described a great business as a castle protected by a wide economic moat. The stronger the castle and the harder it is for competitors to cross the moat, the more durable its profits.Today’s AI labs are certainly building some extraordinary castles. OpenAI, Anthropic, Google and others are spending vast sums constructing increasingly powerful models.But while these castles are impressive, the moats surrounding them look surprisingly shallow. That could make it much harder
Has the Bond Vigilante Cyclops Woken Up? (opens the original)
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Two years ago, well before Odysseus was cool, I wrote a piece explaining why we should be careful about waking the Cyclops that is the bond vigilantes.For much of my lifetime, the bond vigilante Cyclops has been asleep - lulled into a deep slumber by falling interest rates and enormous central bank asset-purchase programmes.But reckless fiscal spending and ever-growing government debt burdens are a bit like repeatedly firing flaming arrows into the eye of a sleeping Cyclops. Keep doing it for lo
Three Things Markets Taught Me This Summer (opens the original)
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Welcome back to Financial Fables! I hope you had a fantastic summer break filled with sunshine, good food and as little time looking at Bloomberg screens as possible.Financial markets, unfortunately, did not take the summer off and while many of us were attempting to switch off, investors were treated to another surprisingly eventful few months: an AI sell-off, renewed bond-market volatility and further signs that policymakers are finding it increasingly difficult to keep markets dancing to thei
From a Princess to a Frog: How is AI Changing Tech Firms? (opens the original)
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Fairy tales are full of princes and princesses being transformed into animals by wicked witches. A handsome prince becomes a beast. A royal heir is reduced to an ordinary frog. The spell is eventually broken, and they reclaim their rightful place.But financial markets, however, rarely follow fairy-tale endings and the rise of AI may be casting a very different spell.Some of the technology companies, long regarded as the handsome princes of the digital age, are finding that the AI magic could be
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