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09.09.26 - 17:12
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Futures Slide As Brent Tops $100, 10Y Yields Rise Above 4.81% Ahead Of Expanded Treasury Buyback (ZeroHedge)
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Futures Slide As Brent Tops $100, 10Y Yields Rise Above 4.81% Ahead Of Expanded Treasury Buyback
US equity futures are lower as oil continues its ascent, pushing Brent above $100 for the first time since July 24 and pushing 10Y yields to 4.81%. As of 8:15am, S&P futures are trading at session lows, down 0.5% and after erasing early gains, echoing a rally in Asian technology shares that lost momentum as the session progressed. Nasdaq futures are down 0.6% as Mag 7s trade mixed premarket: META +5% after saying early Muse AI usage has “blown way past our projections” with users engaging 10x more than its test cohorts, while AMZN -0.4%. The Treasury Department is expected to announce on Wednesday the size of the next day's operation to repurchase outstanding 10-year to 20-year securities. Treasury 10-year yields trade above 4.81%, rising by 3bps. USD extended losses, trading near a 7 month low.The yen extends gains to trade near 153.30 per dollar, outperforming its G-10 peers. Treasury Sec...
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30.07.26 - 14:36
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Futures Rise As Oil Drops, Bond Selling Slows, Meta Tumbles And Microsoft Soars (ZeroHedge)
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Futures Rise As Oil Drops, Bond Selling Slows, Meta Tumbles And Microsoft Soars
Futures rebound (for now) following yesterday's Fed-induced meltdown as the market is clearly questioning Warsh's credibility and potential usage of non-standard tools to fight inflation, pushing the yield curve to twist steeper and sending 30Y yields to 2 decade highs (last at 5.22%). Pre-mkt, the yield curve is seeing further twist-steepening with 10s and 30s up 1 and 3bp with 2s down 1bp. USD deterioration continues following its worst day in 4 weeks. Commodities are so confused, they are not even responding to the latest MidEast escalation with Energy and Metals lower while Ags remain bid. As of 8:00am ET, S&P futures are 0.6% higher and Nasdaq futs gain 1.3% led by a 9% jump in Microsoft whose cloud unit grew at the fastest clip in four years and the company held the line on spending; while Meta slumps after disappointing revenue guidance failed to offset another capex projection increase. Semis are higher, ...
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24.03.26 - 08:30
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Investment-Grade-Anleihen: Wie der KI-Boom den Markt für Unternehmensanleihen verändert (Das Investment)
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Tech-Konzerne fluten den Anleihenmarkt mit Milliarden für KI-Infrastruktur. Warum Governance jetzt zum entscheidenden Kreditfaktor wird, analysiert Gastautor Jens Franck.Die KI-Hyperscaler finanzieren den Ausbau ihrer Infrastruktur zunehmend über Investment-Grade-Anleihen. Das verändert die Marktmechanik: Das Angebot an Neuemissionen steigt, und die Nachfrage nach Liquidität wächst. Die Hyperscaler Alphabet, Meta, Oracle und andere Tech-Konzerne bauen ihre KI-Infrastruktur in einem Umfang aus, der selbst bei hohen Cashflows zusätzliche Fremdfinanzierung nahelegt. Damit steigt das Angebot hochwertiger Tech-Anleihen im Investment-Grade-Markt – mit Folgen für Preisbildung, Indexstruktur und Absicherungsmechanik. Gleichzeitig beeinflusst die Politik die Corporate......
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25.02.26 - 18:12
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Treasury calls in Blair thinktank to advise on using AI across public services (The Guardian)
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Tech equity campaigners compare move to 'inviting in foxes to consult on the future of the henhouse'Ministers have called in Tony Blair's thinktank and private tech companies to guide them on deploying AI across the UK government in a move campaigners compared to “inviting in foxes to consult on the future of the henhouse”.James Murray, chief secretary to the Treasury, chaired a meeting on Wednesday with the director of AI at the Tony Blair Institute for Global Change (TBI), the chair of IBM and senior executives at AI companies including Faculty AI, now part of Accenture, and Dex Hunter-Torricke, a former communications adviser at Google, Facebook and Elon Musk's Space X. Continue reading......
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