#creditspreads — Public Fediverse posts

2 Torsten Slok: If this doesn't happen, then the risk is that the #AI trade weakens, with #creditspreads widening, #capex plans getting cut and ultimately #US #GDP #growth slowing.

2 Torsten Slok: If this doesn't happen, then the risk is that the #AI trade weakens, with #creditspreads widening, #capex plans getting cut and ultimately #US #GDP #growth slowing.

2 Torsten Slok: If this doesn't happen, then the risk is that the #AI trade weakens, with #creditspreads widening, #capex plans getting cut and ultimately #US #GDP #growth slowing.

3 Bloomberg: “ #Financialconditions remain easy and #creditspreads remain remarkably tight,” said Collin Martin at the Schwab Center for #Financial Research. “ #Companies don’t appear to be too fazed by the current level of #corporate #borrowing #costs …”
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3 Bloomberg: “ #Financialconditions remain easy and #creditspreads remain remarkably tight,” said Collin Martin at the Schwab Center for #Financial Research. “ #Companies don’t appear to be too fazed by the current level of #corporate #borrowing #costs …”
🧵

3 Bloomberg: “ #Financialconditions remain easy and #creditspreads remain remarkably tight,” said Collin Martin at the Schwab Center for #Financial Research. “ #Companies don’t appear to be too fazed by the current level of #corporate #borrowing #costs …”
🧵

London weighs AI spending peak as markets react to UK politics and geopolitics | Ukraine news

Three London storylines—AI infrastructure capex, a new UK prime minister, and overlap…
#Conflict #Conflicts #War #aiinfrastructurespending #aiinfrastructurespendingukpoliticalchangeukraineiranenergycreditspreadshyperscalervaluationslondonmarketreaction #creditspreads #geopolitics #hyperscalervaluations #londonmarketreaction #News #ukpoliticalchange #ukraineiranenergy
https://www.europesays.com/3160717/

London weighs AI spending peak as markets react to UK politics and geopolitics | Ukraine news https://www.byteseu.com/2237249/ #AiInfrastructureSpending #AiInfrastructureSpendingUkPoliticalChangeUkraineIranEnergyCreditSpreadsHyperscalerValuationsLondonMarketReaction #CreditSpreads #Geopolitics #HyperscalerValuations #LondonMarketReaction #News #UkPoliticalChange #UkraineIranEnergy

Oil to average $80 a barrel over the next few months, says Standard Chartered

Oil prices are expected to stay range-bound around $80 a barrel over the next few months before easing…
#EuropeSays #Britain #Europe #EU #StandardChartered #China #Creditspreads #emergingmarketsdollarbonds #equities #ManpreetGill #oil #overweight #standardchartered #underweight #USEquities
https://www.europesays.com/britain/84199/

https://www.europesays.com/britain/84199/ Oil to average $80 a barrel over the next few months, says Standard Chartered #China #CreditSpreads #EmergingMarketsDollarBonds #equities #ManpreetGill #oil #overweight #StandardChartered #underweight #USEquities