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01.12.25 - 20:24
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The Guardian view on OBR v the Treasury: ministers have embraced the theatre of errors | Editorial (The Guardian)
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The government is trapped between Labour's instincts and bond traders' demands. Sensible fixes exist, but require imagination ministers have yet shownThe confected frenzy splashed across the morning front pages from the Telegraph to the Mail is remarkable mostly for its absurdity. An outrage machine has decided that a forecast of a few billion pounds in a model that makes projections about trillions of pounds of taxes and spending is the lie of the century. We can't predict the weather next year, but apparently the public finances in 2029 can be judged with pinpoint accuracy. That's why the headlines about “holes” and “sleaze probes” are a joke. It is theatre, but it is bad theatre.The Office for Budget Responsibility (OBR) possesses no great moral or predictive authority. Yet many of its accusers and defenders treat it as an all‑seeing oracle. In fact, the OBR, to its credit, admits that its medium-term projections are frequently wrong. It often wrongly estimates inflation and productivity,...
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25.11.25 - 05:48
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Anleihen als Warnsignal: KI auf Pump: Das sagen Asset-Manager zur 90 Milliarden-Dollar-Wette (Das Investment)
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Massive Anleihe-Emissionen von Tech-Giganten sorgen für Unruhe. Während die Aktien schwächeln, müssen einige Unternehmen höhere Zinsen zahlen. Ein Vorbote schwindender Euphorie?Es war einmal eine Zeit, da galt Verschuldung in der Tech-Branche als Zeichen von Schwäche. Die großen Namen der Industrie – Apple, Google, Microsoft – schwammen in Geld und brauchten niemanden, der ihnen half, ihre Visionen zu finanzieren. Doch die künstliche Intelligenz hat alles verändert. Plötzlich reichen selbst die größten Kriegskassen nicht mehr aus. Seit Anfang September haben die vier KI-Schwergewichte Amazon, Alphabet, Meta und Oracle knapp 90 Milliarden US-Dollar an Unternehmensanleihen ausgegeben, berichtet das "Wall Street......
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24.09.25 - 16:18
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Oracle Seeks $15 Billion Bond Sale to Fund Massive AI Push (Bloomberg)
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Oracle Corp. is seeking to borrow $15 billion from the US investment-grade bond market as the software maker ramps up its spending to meet the needs of the AI boom. The company is selling the debt in as many as seven parts. Bloomberg's Caroline Hyde reports. (Source: Bloomberg)...
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