起朱楼宴宾客

David Weng's study-notes approach to global macro: Bessent's market rescue, yen intervention, fund quarterly reports, each episode with sources

Deep reads here1 / 177 episodes

Cadence~1 every 7.0 days

Latest2026-09-08

TopicsInvesting & Business

PriorityT3

1:39:57

起朱楼宴宾客 0914

US Treasury Yields Near 5%: Why the AI Narrative Hasn't Broken Yet

Money is getting more expensive in the US, yet AI is still inflating while every other industry deflates. The contradiction resolves either by AI genuinely breaking through and pushing rates down, or by AI being falsified — but no one dares slow down first.

8 Points 2 Quotes MacroUS Treasuries