Latest / The Financial Exchange Show
Hot Inflation, Falling Bond Yields, and Cracks in the AI Boom
Inflation is accelerating, but bond yields are falling instead of rising. After two hotter-than-expected inflation reports, investors are beginning to question whether the massive AI spending boom can keep supporting economic growth as financial pressure builds on companies like CoreWeave.
Chuck Zodda and Mike Armstrong break down why producer prices surged at their fastest monthly pace in years, what the surprising bond market reversal may be signaling, and why CoreWeave’s plunging stock and mounting debt are raising concerns about the sustainability of AI data center spending. They also…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.