【全球政經周報】台股五貸同堂！AI泡沫恐拖垮房市？高利率風暴下聯準會轉鷹、日圓貶值、歐洲滯脹一次看20260705 @中天財經頻道CtiFinance

The AI ​​stock market in Taiwan is heating up, but the most dangerous place in the market is often not a decline, but the belief that it will continue to rise. From the soaring AI stocks and overheated funds in the Taiwan stock market to the phenomenon of "four or five loans being used simultaneously," more and more investors are not only using deposits but also potentially drawing on mortgages, loans, and various leveraged funds. Once the AI ​​bubble bursts, will it not only drag down the stock market but also further impact the housing market and household finances? This episode of Global Political and Economic Weekly invites renowned economist Professor Ma Kai to analyze the major shift in global central bank interest rate decisions from June to July 2026. The new US Federal Reserve Chairman Warsh has released hawkish signals, and the market's expectation of an interest rate cut may not materialize; the prolonged high-interest-rate environment may pose a hidden worry for the second half of the year, with mortgage refinancing and consumer pressures. Meanwhile, Japan's interest rate hikes have failed to save the yen, which has depreciated to a 40-year low. Will this trigger competitive depreciation pressure on Asian currencies? Europe, despite its economic recession, is still forced to raise interest rates; will the shadow of stagflation ignite the next economic disaster? Taiwan's Central Bank maintains interest rates: Is the real key factor inflation, the housing market, or financial stability? When high interest rates, an AI bubble, leverage in the Taiwan stock market, housing market pressure, a depreciating yen, and stagflation in Europe occur simultaneously, investors should not chase high prices, but rather re-examine their asset allocation and risk tolerance. ■ Key Points of This Episode ・What warning sign does the simultaneous occurrence of five types of loans in the Taiwan stock market signify? ・If the AI ​​bubble reverses, will the housing market be dragged down? ・Why did the new Fed Chair Warsh release hawkish signals? ・Under the storm of high interest rates, is the risk of mortgage defaults in the US looming? ・Why is Europe forced to raise interest rates despite economic recession? ・The specter of stagflation reappears; will Europe experience an economic disaster? ・Why couldn't Japan's 1% interest rate hike save the yen? ・Will the yen's fall to a 40-year low trigger a race to depreciate Asian currencies? ・Is the housing market the biggest consideration behind Taiwan's Central Bank's decision to maintain interest rates? • How should investors mitigate risks in the face of soaring AI stocks and a high-interest-rate era? ■ Host: Li Xiaoling ■ Guest: Professor Ma Kai, renowned economist #GlobalPoliticalEconomicWeekly #AIBubble #HighInterestRateStorm #LiXiaoling #MaKai #ProfessorMaKai #TaiwanStocksFiveLoansSimultaneously #AIStocks #TaiwanStocks #TaiwanRealEstateMarket #RealEstateCrisis #FederalReserve #FED #Warsh #FederalReserveTurnsHawkward #InterestRateCutExpectations #InterestRateHike #GlobalCentralBanks #InterestRateDecisions #YenDepreciation #JapanInterestRateHike #AsianCurrencyDepreciationCompetition #EuropeanStagflation #USEconomy #MortgageDefaults #InvestmentHedge #AssetAllocation #GlobalPoliticalEconomicAnalysis #2026EconomicOutlook Recommended Code: cti006 🎓Anytime Anywhere Learn Now【QuickLearn】Online Learning Platform👉https://quicklearn.pse.is/8nfrtc 🌸Recommended Site🌸 [Communication Skills Upgrade] Anchor-Level Communication Techniques | Zhou Yuqin 👉https://quicklearn.pse.is/8u4lbl [Cultivating Life Skills] Life Weather | Dai Ligang 👉https://quicklearn.pse.is/8nfux2 [Evolution of Emotional Skills] Key Parenting Tips for the AI ​​Generation | Qu Zhikuang 👉https://quicklearn.pse.is/96jrs5 📣Support the power of oversight, please join CTi TV membership 👉https://reurl.cc/pgZL9d [CTi Finance Channel] Focusing on global events, pre- and post-market trading of Taiwan stocks, real estate, investment and wealth management, celebrity stories, and more, diverse financial content is here, opening the door to profitable investment! 🔸Investment & Finance🔸 Friday ⏰20:00【Walking with Money】Host Zhang Yating https://is.gd/J5tkZQ Tuesday ⏰14:00 Live 【Financial Trends】Host Bi Qianhan https://reurl.cc/pLo7nd 🔸Global Economy🔸 Saturday & Sunday ⏰18:00【Global Political and Economic Weekly】Host Li Xiaoling https://is.gd/mNVCOn 【Global Political and Economic Weekly | Ma Kai's Mini-Class】 【Global Political and Economic Weekly】Highlights https://is.gd/YGF1Vt ✨Exclusive Discount Price: Enter code 【cti888】✨ 2026 Extraordinary Summer Camp for Little Anchors: Click here to register: https://pse.is/AR614c Summer Shopping Deals: Earn 388 RMB off purchases over 3888 RMB: https://pse.is/AR645c Summer Shopping for Sleep Aid: Save 4840 RMB+ on probiotics: https://pse.is/AR646c [Summer Shopping Deals - KS Anti-Aging Skin] Buy KS sets for 40% off: https://pse.is/AR652c [Summer Shopping Deal...