What The AI Investment Boom Means For Bonds
September 25, 2026
Surging AI investment is pushing Treasury yields higher as massive capital demands lift real interest rates.
Surging U.S. Treasury yields signal a 'price-of-money reset' that is pressuring equity valuations.
Surging sovereign bond yields signal the failure of "big government" as stimulus fuels persistent inflation and unsustainable debt.
Iran cannot beat the United States in a shooting war and has not tried. It has spent six months doing something else: making every route the Gulf uses to get oil to market too dangerous to insure.
The arithmetic is worth doing explicitly, because it is more brutal than intuition suggests. The gap between how those trades felt and how they performed is the whole subject
S&P 500 earnings are projected to surge 24% in Q3, fueled by an eighth straight quarter of double-digit growth.
September 25, 2026
Surging AI investment is pushing Treasury yields higher as massive capital demands lift real interest rates.
September 25, 2026
US 30-year Treasury yields hit a 22-year high as hawkish Fed signals and high oil prices fuel inflation fears.
September 25, 2026
AI-driven nonresidential fixed investment remains robust with 8.2% growth and a 9.1% Q3 projection.
September 25, 2026
U.S.-China competition for AI dominance creates a rift that threatens human control over the technology.
September 25, 2026
Perrigo exhibits textbook monthly accumulation after a decade-long decline, signaled by high volume and narrow price spreads.
September 25, 2026
Silver remains range-bound as technical indicators like RSI and ADX signal weak momentum.
September 25, 2026
Tesla launched its Semi factory in Nevada, targeting 50,000 units annually as deliveries begin for PepsiCo and DHL.
September 25, 2026
SPX rebounded from its 7507.44 "Blue Box" buying zone, completing a three-wave correction.
September 25, 2026
Silver supply remains inelastic despite surging demand from solar and data centers.
September 25, 2026
Cotton and cocoa futures rose on weather-driven supply risks, while Brazil's drought bolstered sugar prices.
September 25, 2026
S-shaped utility curves explain why poverty and insolvency drive extreme risk-taking.
September 25, 2026
Gold miners are outpacing majors as record earnings and bullish technicals signal a breakout.