RATE CUTS MIGHT NOT CURE WHAT AILS THE JOB MARKET / THE WALL STREET JOURNAL

Rate Cuts Might Not Cure What Ails the Job Market Tariffs, tight credit weigh on hiring plans while some channels for rate relief are clogge...

FAITH IN GOD-LIKE LARGE LANGUAGE MODELS IS WANING / THE ECONOMIST

 Peak LLM? Faith in God-like large language models is waning That may be good news for AI laggards like Apple Illustration: Alberto Miranda ...

CANARY? / CREDIT BUBBLE BULLETIN

Canary? Doug Nolan  It might have been subtle, but it was reminiscent of early April.  During Tuesday and Wednesday trading, KKR’s stock suf...

A HORROR STORY IN PAPER MARKETS / MACLEOD FINANCE

A horror story in paper markets Our headline chart shows silver storming ahead amid reports of backwardations and soaring lease rates. Will ...

U.S. DEBT INVESTORS RAISE ALARM OVER LENDING STANDARDS / THE FINANCIAL TIMES

US debt investors raise alarm over lending standards Concerns come after unravelling of two companies deemed just weeks ago to be in strong ...

THE END OF THE GATE KEEPERS / THE FINANCIAL TIMES OP EDITORIAL

The end of the gatekeepers In the age of social media, the establishment no longer controls the narrative John Burn-Murdoch © FT montage/Get...

WHY ARE MARKETS IGNORING THE OBVIOUS TRUTH ABOUT AMERICA? / PROJECT SYNDICATE

Why Are Markets Ignoring the Obvious About America? Given that Donald Trump’s agenda should concern those who hold capital, many are wonderi...