Dossier
rates markets
Coverage of rates markets in the Nexus archive.
- AI: like a debt machine
Credit and rates markets are reacting negatively, or reeling, due to the constant increase in issuance of debt by hyperscaler companies. This financial trend is discussed alongside a comparison that characterizes AI as being like a 'debt machine'.
- Warsh’s Fed communication is adding volatility to rates markets
Warsh’s communication with the Federal Reserve is increasing volatility in rates markets. The article notes that seeking more fundamental information from markets may lead to greater surprises.