WHO WILL BUY $120BN-WORTH OF FRESH JAPANESE GOVERNMENT BONDS / THE ECONOMIST

For sale, going cheap! Who will buy $120bn-worth of fresh Japanese government bonds? Japan wants its pension fund and households to buy more...

THE FED NEEDS BETTER MODELS / THE WALL STREET JOURNAL OP EDITORIAL

The Fed Needs Better Models The central bank can improve forecasts by including the value of the dollar in its modeling. By David Malpass Ke...

AI DEBT WORRIES SPARK SURGE IN DEFAULT INSURANCE TRADING / THE FINANCIAL TIMES

AI debt worries spark surge in default insurance trading Volumes of credit default swaps linked to big tech groups soar as investors seek pr...

FUTURELESS RUSSIA / PROJECT SYNDICATE

Futureless Russia During past periods of chaos and brutality in Russia, such as Stalin’s Great Terror, there was generally a sense that the ...

AI: WHERE WILL THE MONEY COME FROM? / JOHN MAULDIN`S WEEKLY NEWSLETTER

AI: Where Will the Money Come From? John Mauldin “A billion here, a billion there, and pretty soon you’re talking about real money.” - Commo...

THE AI INDUSTRY´S GIGANTIC DEBTS ARE MAKING INVESTORS NERVOUS / THE ECONOMIST

Artificial intelligence The AI industry’s gigantic debts are making investors nervous Who will be left to pick up the bill in the event of a...

U.S. RATE RISES ARE BEING AMPLIFIED IN GLOBAL MARKETS / THE FINANCIAL TIMES MARKETS INSIGHT

US rate rises are being amplified in global markets The Iran war and shifts by China are tightening the supply of dollars in international m...