Nate Lanxon
Technology editor at Bloomberg News in London, co-host of Bloomberg Originals’ AI IRL, and presenter of Technically Speaking; covers consumer technology, business, and artificial intelligence.
Replacing Starmer Would Not Change Britain’s Fiscal Arithmetic
Bloomberg Originals argues that Keir Starmer’s rapid loss of political authority reflects a deeper British problem: voters want fast improvement, while weak growth, high debt costs, persistent inflation and limited fiscal room leave little capacity to deliver it. Alex Wickham, Lizzy Burden and Alice Gledhill frame the churn of UK prime ministers as a response to that gap, but say changing leaders does not remove the constraints. The bond market, in their account, is now central to the politics, narrowing Labour’s choices and making any challenge to Starmer economically consequential.
Private Credit Faces a Confidence Test as AI Hits Software Loans
Private credit’s roughly $1.8 trillion boom is facing its first major test as a crisis of confidence rather than a broad default cycle, Bloomberg Originals argues. The report says the rapid growth of lending outside banks has left investors questioning private loan marks, limited liquidity in retail-facing funds, and underwriting assumptions around software borrowers whose growth prospects may be undermined by artificial intelligence.