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AI-Fueled Global Earnings Boom At Risk As Dems Push Data-Center Moratoriums
AI-Fueled Global Earnings Boom At Risk As Dems Push Data-Center Moratoriums
UBS chief economist Arend Kapteyn wrote in a note on Thursday that global earnings expectations remain exceptionally strong, but gains are heavily concentrated in technology and companies benefiting from the AI investment supercycle.
That concentration creates a potential policy vulnerability that investors must be cautious of: If Democrats gain ground in November's midterm elections and advance data center moratoriums, restrictions on construction could rip out the core economic growth driver of US earnings, and the fallout could extend well beyond...
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Mar 22, 2026 / Tyler Durden
What Do Bonds Know That The Stock Market Doesn't?
What Do Bonds Know That The Stock Market Doesn't?
Authored by Lance Roberts via RealInvestmentAdvice.com,
Most investors spend their time watching the S&P 500. That’s a mistake, because the credit market is the real “tell.” The bond market has been whispering a warning for weeks now, and credit spreads are now shouting it. As of this writing, the CDX Index, a benchmark measure of credit default swap spreads, has climbed to a nine-month high while the S&P 500 sits within 5% of its all-time peak. Over the past 20 years, every time that...
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May 4, 2026 / Tyler Durden
"Rare Sight": USAF C-17 Jets Land In Beijing Ahead Of Trump-Xi Summit
"Rare Sight": USAF C-17 Jets Land In Beijing Ahead Of Trump-Xi Summit
As the Strait of Hormuz takes center stage Monday morning, Iran is threatening to attack any ship that attempts to transit the critical waterway. This directly challenges President Trump's plan for the U.S. Navy to "guide" tankers and container ships through the chokepoint.
Looking beyond the ongoing Hormuz crisis, the China topic is next: Trump is still expected to meet with Chinese President Xi Jinping in the coming weeks. This means any U.S.-Iran escalation could leave Hormuz disrupted for...
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Jul 20, 2026 / Tyler Durden
National Guard Deployment To DC Will Continue Until Trump's Term Ends
National Guard Deployment To DC Will Continue Until Trump's Term Ends
A new extension of the National Guard’s deployment to Washington will keep guardsmen in the nation’s capital until President Donald Trump’s term ends in more than two years.
The Pentagon confirmed on Thursday that the mission for which National Guard troops were deployed will continue until Jan. 20, 2029, or until the president terminates it.
The extension would allow National Guard members to remain in Washington until the next president is inaugurated, unless Trump ends the deployment early.
The deployment was previously...
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