@akshaypuri.bsky.socialFranklin Templeton CEO Jenny Johnson calls AI debt “very complex” and says she would stay on the shorter end of the curve.
www.ibtimes.co.uk/franklin-tem...
#FranklinTempleton #AIInvesting #AIDebt #FixedIncome #InterestRates #CreditMarkets #Investing #Markets
@market-ocean-en.bsky.socialThe question now is whether credit markets are absorbing a temporary flood of tech bond supply, or seeing the first sign that the AI build-out carries a cost of capital its earlier phase never had to face. #CreditDefaultSwaps #CorporateBonds #AIDebt
@iwpost.bsky.socialWhen Asia’s central banks turn bond vigilante on Trump#AIDebt #BankofJapan #Block1 #BondVigilantes #Finance #JapanInterestRates #PeoplesBankofChina #RayDalio #SanaeTakaichi #ScottBessent #USTreasuryyields
@dissent.digitalBig Tech is borrowing billions to fund an AI bubble that isn't actually making money. #aidebt
@stephaniewalter.bsky.social“I would have written a shorter letter, but I did not have the time.” (Blaise Pascal) pretty much summarizes this nicely.