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11.10.26 - 16:12
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Is AI Crowding Everyone Else Out of the Bond Market? (Bloomberg)
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Hyperscalers, data centers and chip companies are borrowing hundreds of billions of dollars to finance the AI buildout, turning the technology boom into one of the biggest new forces in corporate credit. Investors are still buying, but rising concentration, complex data-center financing and competition with government borrowing are raising a harder question: how much AI debt can the market absorb? (Source: Bloomberg)...
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11.10.26 - 12:30
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Labour has got the message – poorer nations suffer most from bond market turmoil | Heather Stewart (The Guardian)
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Just as Brown and Blair did in 2005, Andy Burnham aims to champion debt relief to help developing countriesDeveloping nations face triple shock, UN warnsFrom Washington to Paris, London to Tokyo, policymakers in every large economy have been counting the costs of bond market turmoil in recent weeks.But the brunt of the pain is being borne by heavily indebted developing countries, that have little hope of influencing the whims of global investors, but pay the price regardless. Continue reading......
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10.10.26 - 15:48
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Die Zinsbombe tickt: Profis halten 6 % Rendite für möglich (Ariva)
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Die Rendite zehnjähriger US-Staatsanleihen könnte Richtung sechs Prozent klettern, warnen Profis. Gleichzeitig wittern sie Chancen in Japan. Und die Wahl im November wird zum Test für den Boom der Rechenzentren. Der Ausverkauf am Anleihemarkt ist womöglich noch nicht vorbei. David Clewell, Co-Portfoliomanager bei der Fondsgesellschaft T. Rowe Price, hält einen Anstieg der Rendite zehnjähriger US-Staatsanleihen auf 5,5 bis sechs Prozent für gut begründet. Derzeit liegt sie bei rund ......
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10.10.26 - 09:30
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UK savings: 5% interest rate deals may not last, say experts (The Guardian)
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Competition is hotting up, with National Savings & Investments lifting rates to the highest in yearsNational Savings and Investments (NS&I) has increased the returns on some of its accounts, with many now paying more than 5% for the first time in nearly three years.Competition in the savings market has been growing, leading to some of the highest interest rates for years. Continue reading......
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