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Notes, ideas, and updates from the Open Finance Academy community.

September 14, 2026

The Economic Events to Watch This Week: September 14–20, 2026

Several important economic events arrive this week. The biggest story is a cluster of central-bank meetings: the US Federal Reserve meets on September 15–16, the Bank of England announces its decision on September 17, and the Bank of Japan meets on September 17–18.123

  1. Board of Governors of the Federal Reserve System, “Calendar: September 2026” — https://www.federalreserve.gov/newsevents/2026-september.htm ↩

  2. Bank of England, “Monetary Policy Committee dates for 2026 and 2027” — https://www.bankofengland.co.uk/monetary-policy/upcoming-mpc-dates ↩

  3. Bank of Japan, “Monetary Policy Meetings” — https://www.boj.or.jp/en/mopo/mpmsche_minu/index.htm ↩

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September 13, 2026

Is AI a Bubble? Four Likely Paths From Late 2026 Into 2027

Few questions matter more to investors, workers, and household budgets right now than whether the artificial intelligence boom is a durable technology shift, a financial bubble, or some combination of both. This post looks at the numbers behind that debate and lays out the most likely directions the industry could take between now and the end of 2027.

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September 13, 2026

CAPEX, Hyperscalers, and the Buzzwords Behind the AI Spending Boom

Read a technology earnings headline today and you might encounter something like this: Hyperscalers are increasing CAPEX to meet inference demand, despite pressure on free cash flow. In ordinary language: giant technology companies are buying more computing infrastructure to run AI, leaving less cash after those purchases. The vocabulary sounds complicated. The underlying question is familiar: will an expensive purchase earn enough to justify its cost?

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