Capital Economics
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Business
Global Bond Rout Pushes Yields to 20-Year Highs as Debt and Geopolitics Rattle Markets
Global bond markets are confronting a severe selloff that has driven sovereign yields to their highest levels in two decades,…
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Business
Tech Giants Shift to Asset-Heavy AI Model Triggers $400 Billion Debt Surge and Off-Balance-Sheet Strain
Major technology corporations are executing a fundamental financial shift, moving away from software-driven, asset-light business models to fund massive physical…
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Business
China’s Export Growth Hits 27% as Global AI Demand Reshapes Trade Balance
China’s export machine accelerated sharply in June, powered by an insatiable global appetite for artificial intelligence hardware and a resilient…
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Business
SK Hynix Nasdaq Debut: A $29 Billion Stress Test for the AI Boom
The impending Nasdaq debut of SK Hynix is set to provide the most significant reality check yet for the global…
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Business
Bank of America Forecasts S&P 500 Retreat as AI Spending Strains Corporate Cash Flow
Bank of America analysts have signaled a potential end to the recent equity surge, reaffirming a year-end price target of…
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