Friday Headlines: Bessent takes on bond vigilantes
Financial Times: Scott Bessent takes on bond vigilantes in $32tn Treasury market Wall Street Journal: Markets Brush Off Treasury’s Buyback Plans New York Times: Did Bessent…
Thursday Headlines: Private equity buyers set to join M&A surge
Bloomberg: Private Equity Buyers Seen as Joining $3.5 Trillion M&A Surge Wall Street Journal: Bessent Leans Into His Role as America’s Bond Trader in Chief Financial…
Wednesday Headlines: Klarna overhauls leadership
Financial Times: Klarna overhauls leadership as it targets US banking licence Bloomberg: University of California Offloads $1 Billion of Private Equity Stakes Wall Street Journal: Investors…
Tuesday Headlines: Global bond selloff deepens
Financial Times: Global bond sell-off deepens amid fears over inflation and AI issuance New York Post: Mark Walter probe raises fears of ripple effects across Wall…
Monday Headlines: Wall Street strategists see big payoff from tech’s AI spend
Yahoo Finance: Wall Street strategists see payoff from Big Tech’s AI investment Wall Street Journal: Why Big Tech’s AI Spending Is $3 Trillion Higher Than It…
Friday Headlines: Cooler inflation may force Fed to re-think rate hike
Reuters: Cooler inflation data may force Warsh’s divided Fed to hold the line on rates Bloomberg: OpenAI’s Annualized Revenue Tops $40 Billion Ahead of IPO Wall…
Thursday Headlines: Anthropic investors see $2 trillion valuation
Financial Times: Anthropic investors bet on $2tn valuation in record IPO Stocktwits: Michael Burry Calls Nvidia’s $500B Wall Street Tie-Up A ‘Sign Of Desperation’ Financial Times:…
Wednesday Headlines: BofA to deploy $250 billion to back AI and energy infrastructure
Wall Street Journal: Bank of America to Deploy $250 Billion to Bolster AI and Energy Infrastructure Bloomberg: Jane Street Repaying $5.5 Billion Loan in Overhaul of…
Tuesday Headlines: Anthropic moves to shore up investor confidence ahead of IPO
Wall Street Journal: Anthropic Tries to Shore Up Investor Confidence Ahead of Blockbuster IPO CNBC.com: Nvidia lines up $500 billion in financing as CEO Jensen Huang…
Monday Headlines: Investors clamor to invest in Situational Awareness
Bloomberg: Investors Clamor to Bet on AI Whiz Kid’s Fund After Situational Awareness Turmoil Reuters: Berkshire Hathaway accelerates buybacks, lowers cash stake as profit tops forecasts…