If there is going to be peace, why are we witnessing the largest military buildup in Europe since the end of the Cold War?

APAC stocks were mostly pressured at the start of a risk-packed week and following on from the tech-led declines stateside amid a rotation out of AI, while participants digested economic releases, including the BoJ Tankan and Chinese activity data.

It is important to note the distinction between a person of interest and a suspect.

The truth is, most everybody has their snout in the trough.

"Philosophy is one thing, financing government is another, and once Hasset is confirmed, Bessent will be his boss."

Sigh...

The ACA in its current form has made purchasing private insurance out of reach. 

If AI fails to deliver on its vast promises, the risk is far wider than the tech sector. It will lead to a deep recession and massive budget deficits, which will catalyze a debt sustainability crisis that could make 2008 seem trivial.

The revelation of those curious circumstances as the FBI investigation dragged on put Wray on the defensive.

...investors are seemingly ‘upgrading’ their views of the Consumer (/ US economy) as of late.

Operation Metro Surge targets the ‘worst of the worst’ illegal immigrants, the Department of Homeland Security stated.

...the AI boom is likely too big to avoid a bust... Timing becomes the biggest risk...

Is the $40 billion of Federal Reserve purchases QE or a non-event? Or somewhere in between?

Will new-gen AI chips and more efficient compute usage in the latest AI models drive lower or higher aggregate power demand?

BoJ Quarterly Tankan and Chinese Activity Data kick-start another risk-packed week.

Last week’s decision to rescind the guidelines marks a structural shift that could impact pricing, liquidity, and deal structures – creating new opportunities but also raising the risk of weaker lending standards. The consequences for the private credit market will be profound

Which tech executive in 2025 reportedly said "I am willing to go bankrupt rather than lose this race" with regard to AI?

"Private credit is just like subprime... part of the Jenga credit chain... enough to start a daisy chain of knock-on effects..."