AI Boom Brings Flood of Debt to Ultrasafe Market: Credit Weekly
The great artificial intelligence boom that’s fueling US economic growth now depends heavily on credit markets to finance the investments, and utilities are among the key borrowers.
The great artificial intelligence boom that’s fueling US economic growth now depends heavily on credit markets to finance the investments, and utilities are among the key borrowers.
China’s entry into the WTO in 2001 accelerated its rise as a global manufacturing and technology powerhouse, fueled export growth, and helped stabilize global demand during the financial crisis. As China expanded Belt and Road investments, advanced in EVs and AI, and entered a sharper economic rivalry with the United States, its property slowdown and domestic inequality exposed new vulnerabilities. Enda Curran, Elizabeth Economy, and Afsaneh Beschloss explain China’s past 25 years and what its n
Time was, military contractors appealed to equity investors for their stodginess — predictable revenue, solid profit margins and reliable dividends. Times change.
From Clinton-era optimism to the dot-com crash, the housing bust, a manufacturing decline that fueled MAGA, and the once-in-a-century shock of Covid, the first 25 years of the century reshaped both the economy and the public mood. Michael McKee, Jason Furman, Torsten Slok, and Stephanie Flanders explain how inflation returned, globalization shifted, and growth diverged across the US and Europe. (Source: Bloomberg)
Fitch Ratings has cut Gabon’s credit rating further into junk territory, citing widening government deficits and declining demand for the country’s debt.
Cocoa prices have dropped from their 2024 peak — but don't expect chocolate bargains this holiday season. When will prices finally fall? Harry Black explains. (Source: Bloomberg)
After last year’s historic rally, cocoa prices are heading for a record annual slump. But there’s no sign the cost of your candies, bars or chocolate Santas will follow any time soon.
Prime Minister Narendra Modi’s government pushed through far-reaching policy reforms in the final parliamentary session of the year, seeking to bolster the economy in the face of trade headwinds.
China’s exports of rare-earth magnets to the US fell 11% in November from a month earlier, with no immediate rebound seen after a trade truce between the world’s two biggest economies.
Colombia plans to publish next year a decree that would force pension funds to invest more money in the local economy, according to a government website.