Categories
Economics

The Japanese Bond Market Matters More than You Think

Why do Bloomberg and CNBC talk about Japanese government bonds (JGBs) more often than any other non-Treasury bond?

Categories
Economics

Early Signs of a Credit-Driven AI Slowdown

This week delivered the clearest signs yet that the financing engine inflating the AI bubble is sputtering. We aren’t seeing it in equity prices, or in earnings. It’s more subtle than that…