Amazing write-up, appreciate it! Corp Bonds seem to be in for an "interesting time", I somehow have a feeling they might be the next linchpin for volatility episodes due to the overshooting CapEx in "AI" and subsequent disappointments in ROI.
The US Dollar supply available for lending came up in multiple notes and comments, too.
Amazing Article. Thx AP
Amazing write-up, appreciate it! Corp Bonds seem to be in for an "interesting time", I somehow have a feeling they might be the next linchpin for volatility episodes due to the overshooting CapEx in "AI" and subsequent disappointments in ROI.
The US Dollar supply available for lending came up in multiple notes and comments, too.