Fund managers are in party mode
Ain’t no party like a capex party, because apparently a capex party don’t stop
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FirstFT: Global bond sell-off deepens
Also in today’s newsletter: US military pullback raises questions in Asia, and a ray of hope for the drinks industry
Russia says its economy is strong. It just fired a top economist who warned otherwise
Andrei Klepach was reportedly fired from his role after presenting a report warning that Russia could not win a prolonged war of attrition with Ukraine.
Global bond sell-off deepens amid fears over inflation and AI issuance
Long-term government borrowing costs hit multi-decade highs
China’s 10-year bond yield falls to 13-month low
Weak economic growth pushes investors into sovereign debt
AI: like a debt machine
Credit (and rates) markets reel from rise and rise of hyperscaler issuance