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WSJ Catches Up, Discovers AI's Off-Balance Sheet Liabilities Are $3 Trillion And Growing $1.2 Trillion Per Quarter
WSJ Catches Up, Discovers AI's Off-Balance Sheet Liabilities Are $3 Trillion And Growing $1.2 Trillion Per Quarter
More than two months ago, long before most Wall Street analysts had any clue that the bulk of the AI buildout commitments were diligently hidden in various off-balance sheet SPVs and other (perfectly legal) accounting gimmicks, we wrote a lengthy article detailing just that, and explaining why far beyond the $1 trillion (and rapidly rising) in annual plain vanilla capex -- all of which now has to be funded through debt issuance since...
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Aug 4, 2026 / Tyler Durden
Global Bond Market On Edge As Japanese Yields Soar After "Horrible" 10Y JGB Auction
Global Bond Market On Edge As Japanese Yields Soar After "Horrible" 10Y JGB Auction
While much of the market focus has fallen on the US long-end, which saw substantial pressure in the past week, sending 30Y yields to 5.27%, the highest level since 2007, it was Japan again which stole the show overnight. But first, recall that the primary tradeoff for the BOJ preventing it from raising rates and comfortably pushing up the yen without needing to spending tens of billions in massive interventions (whether individual or joint with the...
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Feb 24, 2026 / Tyler Durden
1, 2, 3, 4, 5 And 5, 4, 3, 2, 1
1, 2, 3, 4, 5 And 5, 4, 3, 2, 1
By Michael Every of Rabobank
Depressingly, today marks the start of the fifth year of the Ukraine War: a battered Ukraine is still standing against a bruised Russia; the US is still aiming for a peace deal so it can pivot to Asia; and Europe --even as it knows it has to look after both Ukraine and its own conventional defenses after decades of having this provided for it-- is still trying to get its act together.
Despite its rhetoric, with...
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May 14, 2026 / Dave DeCamp
House Narrowly Defeats Iran War Powers Resolution in 212-212 Vote
The House on Thursday narrowly defeated a War Powers Resolution that would have directed President Trump to end the US war against Iran, as the US continues to enforce a blockade of Iranian ports and is considering restarting the full-scale bombing campaign. The bill failed in a tie vote of 212-212, with three Republicans — […]
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