Browsing: Bonds
Whoever replaces Jerome Powell as chairman of the U.S. Federal Reserve in May knows one thing: If they don’t do…
The holders of U.S. debt have shifted drastically over the past decade, tilting more toward profit-driven private investors and away…
Oracle’s collapsing stock shows the AI boom is running into two hard limits: physics and debt
Oracle’s rapid descent from market darling to market warning sign is revealing something deeper about the AI boom, experts say:…
Borrowing by AI companies represents a ‘mounting potential threat to the financial system’: Zandi
Tech companies are issuing more debt now than before the dot-com crash as a rapid infrastructure buildout unfolds in the…
Surprise in Japan’s leadership race is set to roil financial markets as the yen tumbles against the dollar
An unexpected result in Japan’s leadership contest over the weekend is poised to ripple through global financial markets with the…
Spending on AI is increasingly fuelled by debt and will be marginally ‘negative’ for corporate credit quality, Goldman Sachs says
Goldman Sachs warned AI spending is increasingly debt-financed, slightly weakening corporate credit quality. The S&P 500 set a new all-time…
Markets have been acting ‘super weird’ lately. Just look at gold prices vs. the dollar and bonds
Financial markets have already had an unusual year, but recent price action lately has been especially bizarre, according to Robin…
Wall Street’s future hinges on a risky bet about what the American economy will do next
Wall Street is coasting toward the finish of its best week in the last five on Friday as U.S. stocks…
U.S. may have to refund half its tariff revenue as high-stakes court battle threatens to wreak havoc on the deficit and bond market
A key source of revenue for the federal government could be drastically slashed if the Supreme Court upholds a ruling…
The canary in the coal mine is singing as global bond selloff raises national debt concerns
As traders head into the final leg of 2025 they are not doing so with overconfidence. In fact, if this…











