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 / 181 episodes

Cadence~1 every 7.0 days

Latest2026-10-20

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 sector deflates. This contradiction either gets resolved by AI delivering a real breakthrough that pulls rates down, or by AI being falsified — but nobody dares slow down first.

8 Points 2 Quotes MacroTreasuries