Big Tech
3 articles on this topic, newest first.
US Rates Are at 5%. So Why Is the Yen Carry Trade the Real Risk?
The rate gap looks like a comfortable cushion, but it's the speed of the yen that decides whether carry trades survive. The August 2024 playbook, replayed against 2026's higher-rate world, points growth investors to USD/JPY, Japanese rates and volatility together, not the Fed alone.
The AI Bubble Might Burst in Debt Markets, Not Stock Prices
The Bank for International Settlements is not asking whether AI is fake. It is asking what happens when data centers built on borrowed money fail to earn the returns investors expect.
Rates Are Rising and Big Tech Is Holding. Here Is Why That Is Not a Contradiction
The 10-year yield tells you the price of money. It does not tell you how much money is left. Put the two together and the confusing headlines of the past three years line up into one picture.
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