Perry Mehrling cites a BIS report showing international US dollar debt securities now exceed bank loans.
Chamath Palihapitiya argues CoreWeave's 13% stock drop following 14.5% bond yields signals an AI private credit bubble rather than inflated demand.
Richard Murphy argues fears of MMT are unfounded as the US operates on it without defaulting and the UK's deficit stems from Margaret Thatcher.
CoreWeave shares plunged nearly 12% as its 2031 bond yield rose to 14.5%, signaling debt stress despite Jensen Huang's claims.
Michael Hudson argues the 2026 Nobel Prize in Economics should be discontinued because it rewards economists like Robert Hall and Michael Woodford who promote debt-deflation.
Dwarkesh Patel argues that an Anthropic employee expects AI to surpass humans in research within nine months.
Seva Gunitsky argues Trump uses Russia's coercive toolkit against Canada to punish allies lacking fealty, hobbling U.S. strategy.
Apollo Chief Economist Torsten Slok argues inflation remains sticky following the Fed's September rate hike, suggesting a "higher-for-longer" environment.
