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Mo chii 🖇️🧩
Mo chii 🖇️🧩
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Friday 28 August 2026 23:02:50 GMT
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shyyyyy.55
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2026-08-29 14:14:53
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🖤. #fyp #foryou #foryoupage #explore #a4maziiing
🖤. #fyp #foryou #foryoupage #explore #a4maziiing
AI companies are borrowing so much money they may be raising the price of money itself. Hyperscaler capex crosses their operating cash flow this quarter. Big tech bond issuance is now a quarter of what the US Treasury sells to private investors. Bank of America puts the effect at roughly 30 basis points on the ten-year. The Cleveland Fed has named AI demand as an inflation pressure. And the bill for all of it arrives before the productivity dividend does. So what happens to mortgage rates, and to a housing market built for 2 per cent, when the rate is being set in a data centre in Virginia? #ai #economics #macroeconomics #interestrates #bondmarket
AI companies are borrowing so much money they may be raising the price of money itself. Hyperscaler capex crosses their operating cash flow this quarter. Big tech bond issuance is now a quarter of what the US Treasury sells to private investors. Bank of America puts the effect at roughly 30 basis points on the ten-year. The Cleveland Fed has named AI demand as an inflation pressure. And the bill for all of it arrives before the productivity dividend does. So what happens to mortgage rates, and to a housing market built for 2 per cent, when the rate is being set in a data centre in Virginia? #ai #economics #macroeconomics #interestrates #bondmarket
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