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14.10.25 - 12:12
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Bank of England bleibt vorsichtig - Warten auf Herbstbudget Ende November (Anleihencheck)
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Bonn (www.anleihencheck.de) - Im Juli stagnierte die britische Wirtschaft nach einem starken Juni zum Vormonat, erwartet wurde im Marktkonsens ein Anstieg um 0,2%, so die Analysten von Postbank Research.
Im zweiten Quartal sei das BIP um 0,3% zum Vorquartal bzw. leicht aufwärts revidiert um 1,4% zum Vorjahresquartal gestiegen. [mehr]...
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09.10.25 - 14:24
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Bank Of England Warns AI Valuations "Stretched" As Potential Data Center "Bottlenecks" Could Spark "Sharp Corrections" (ZeroHedge)
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Bank Of England Warns AI Valuations "Stretched" As Potential Data Center "Bottlenecks" Could Spark "Sharp Corrections"
By now, readers have grasped, through several notes, how the AI bubble is inflating, primarily driven by the "circle jerk" vendor-financing scheme at the heart of the system. As for its scale, we noted last night that the AI bubble has morphed into a debt bubble as well, quietly surpassing the entire banking sector to become the largest segment of the market. And just last week, we laid out the "shocking math" showing that AI CapEx will require approximately $1 trillion in new debt within the next two years.
So far...
The Nasdaq 100's 18% rally year-to-date, trading at 28x forward earnings versus a 10-year average of 23x, has drawn comparisons to the late-1990s dot-com bubble by AI industry leaders and some of the most notable market watchers.
To begin the week, Amazon founder and executive chair Jeff Bezos told the ...
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