Headlines
Bloomberg MarketsUS-Iran War Flares as Fighting Spreads Across MideastBloomberg MarketsWall Street Delivers Harsh Verdict on Warsh FedFinancial TimesMark Zuckerberg is becoming the king of the ‘side quest’Financial TimesCitadel buys Situational Awareness equity holdings after steep AI lossesBloomberg MarketsUK’s FCA to Publish Daily Stock-Trading Data Starting FridayBloomberg MarketsMortgage Rates In US Rise to 6.66%, Highest Level In A YearFinancial TimesKevin Warsh’s concerning communication styleBloomberg MarketsOmers Hires CAAT’s Buzanis to Lead Private Equity Funds BusinessBloomberg MarketsXerox Taps Tariffs Refund Claim to Help Address Looming DebtBloomberg MarketsHow Corgi Funds Is Launching ETFs Faster Than BlackRock DidBloomberg MarketsVeja os Assuntos que Marcaram a Semana no BrasilFinancial TimesMicrosoft adds record $480bn in market cap as results cheer investorsFinancial TimesAre investors really getting cold feet about the AI boom?Bloomberg MarketsKevin Warsh, You Are the BallBloomberg MarketsJersey Mike’s Sinks in First Day of Trading After $1 Billion IPOBloomberg MarketsUS-Iran War Flares as Fighting Spreads Across MideastBloomberg MarketsWall Street Delivers Harsh Verdict on Warsh FedFinancial TimesMark Zuckerberg is becoming the king of the ‘side quest’Financial TimesCitadel buys Situational Awareness equity holdings after steep AI lossesBloomberg MarketsUK’s FCA to Publish Daily Stock-Trading Data Starting FridayBloomberg MarketsMortgage Rates In US Rise to 6.66%, Highest Level In A YearFinancial TimesKevin Warsh’s concerning communication styleBloomberg MarketsOmers Hires CAAT’s Buzanis to Lead Private Equity Funds BusinessBloomberg MarketsXerox Taps Tariffs Refund Claim to Help Address Looming DebtBloomberg MarketsHow Corgi Funds Is Launching ETFs Faster Than BlackRock DidBloomberg MarketsVeja os Assuntos que Marcaram a Semana no BrasilFinancial TimesMicrosoft adds record $480bn in market cap as results cheer investorsFinancial TimesAre investors really getting cold feet about the AI boom?Bloomberg MarketsKevin Warsh, You Are the BallBloomberg MarketsJersey Mike’s Sinks in First Day of Trading After $1 Billion IPO
Home/Financial Times
Back
MARKETS:
SPY+0.26%
DIA+0.23%
QQQ-0.14%
IWM+0.29%
GLD-0.40%
USO+1.64%
Financial Timesglobal

Are investors really getting cold feet about the AI boom?

Financial Times
Thursday, July 30, 2026 at 5:15 PM
~4 min read
TradeEquities

Original Report

It is not clear whether there has been a serious change of heart about the trade underpinning the stock market

Glass House Analysis

International economic policy has concrete impacts far beyond diplomatic circles. Tariffs show up in the price of goods at stores, supply chain disruptions affect whether products are on shelves, and trade tensions can mean job losses in export-dependent industries. The globalized economy means that decisions made abroad can affect workers and consumers domestically.

The implications extend beyond the immediate news cycle. Every economic development creates ripples that affect employment, prices, and opportunities in ways that may not be immediately visible but are deeply felt. By tracking these connections, we can better understand how the economy truly works—not as an abstract machine, but as a human system shaped by and shaping the lives of millions.

Enjoyed this analysis?

Get the Glass House Briefing every morning—market news that actually makes sense, delivered free to your inbox.

No spam. Unsubscribe anytime.

More Stories

Economic Context

S&P 500
+0.26%
Dow Jones
+0.23%
NASDAQ 100
-0.14%
Russell 2000
+0.29%