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15.06.26 - 18:27
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Nvidia To Raise $20BN In Debt From First Bond Sale Since 2021, As AI Debt Frenzy Goes Parabolic (ZeroHedge)
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Nvidia To Raise $20BN In Debt From First Bond Sale Since 2021, As AI Debt Frenzy Goes Parabolic
Over the weekend, we published a length report analyzing what we dubbed "the $1.8 trillion off-balance sheet time bomb at the heart of the AI supercycle", which focused on the recent surge in popularity of off-balance sheet SPVs, as well as $1 trillion in long-term purchase commitments, and $800bn in lease commitments, which support the AI buildout, and do so by masking the true funding costs of the AI buildout, yet which add significantly to off-BS operating leverage. Additionally, when one adds billions in variable lease payments, over $100BN in embedded capex inside accounts payable, as well as the Construction-in-Progress pipeline which reflect capacity built but not yet expensed - and the $520bn cumulative depreciation estimate is where it eventually lands - and one gets a far more ominous picture of the capital stack that is backstopping the biggest infrastructure buildout in US h...
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15.06.26 - 17:24
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US-Anleihen legen zu (DPA-AFX)
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NEW YORK (dpa-AFX) - Die Kurse von US-Anleihen sind am Montag gestiegen. Der Terminkontrakt für zehnjährige Staatsanleihen (T-Note-Future) legte um 0,24 Prozent auf 109,78 Punkte zu. Die Rendite der zehnjährigen Anleihen fiel im Gegenzug auf 4,46 Prozent....
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15.06.26 - 17:01
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Warsh Caught Between Trump, Bond Market Bet on Rate Hikes (Bloomberg)
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Just three weeks into the job, Federal Reserve Chairman Kevin Warsh is already facing an unusually high-stakes test.
Inflation is roaring back at the fastest pace in three years. There's growing dissent among the central bank's policymakers. And investors have been dumping US Treasury bonds and piling into bets the Fed will need to start raising rates by December, defying President Trump's call to lower them instead.
We look ahead to this week's FOMC decision with Rebecca Patterson, Senior Fellow at the Council on Foreign Relations & former Chief Investment Strategist at Bridgewater Associates. (Source: Bloomberg)...
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15.06.26 - 14:48
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US and UK central banks expected to keep interest rates on hold amid Iran peace deal (The Guardian)
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Federal Reserve to make first decision under Kevin Warsh as Middle East hopes ease inflation pressuresBusiness live – latest updatesCentral banks in the US and UK are expected to leave interest rates on hold this week as the peace deal in the Middle East is expected to ease inflationary pressures.The US Federal Reserve is expected to hold its benchmark interest rate at a range of 3.5% to 3.75% on Thursday, in what will be the first policy decision under new Fed chair – and Donald Trump's pick – Kevin Warsh. Continue reading......
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