Geopolitical conflicts in Iran and Ukraine are driving energy market volatility and fueling inflation. With US-Iran negotiations stalled and oil supplies threatened, experts warn the situation is becoming perilous for the global economy.
The tape Bloomberg Surveillance · Sep 23
“This mismanagement of the wars... in both locations is driving energy markets, which I think is very dangerous. Where we are is very dangerous for the broader economy.”
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Prof G Markets · Investors Are Turning Against Data Centers (Here's Why)Sep 28
Oracle's move to delay payments on a massive data center project has sent a chill through the AI sector. Amid multi-year grid connection delays and growing skepticism over profitability, investors are finally questioning the "build-at-all-costs" frenzy.
Prof G Markets · Bonds Are Going Haywire Again — Howard Marks Explains WhySep 24
The 10-year Treasury yield has surged past 5.1% for the first time in nearly two decades, shrugging off the Treasury's buyback program. Legendary investor Howard Marks calls the move a "cosmetic fix," blaming stubborn inflation and fiscal "profligacy" for the turmoil.