mattpeterson.bsky.social
Journalist covering politics, policy, and economics for CNBC. matt.peterson@cnbc.com. personal site: mattpeterson.me
👤 Joined on 19 July 2023
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Yeah, we had to buy something within 30 days!
Show PostIt's the only thing standing in the way of a homegrown dólar blue.
Show PostMe spending my entire life calling defecit hawks ignorant rubes only for Donald Trump to prove them right:
Show PostThe markets for corporate and government debt are connected, and the competition for capital among them is intensifying as companies issue hundreds of billions in new debt to build the infrastructure for artificial intelligence
Show PostT at Apollo: Expected AI returns (>10%) far exceed the ~4% Fed funds rate, making tech capex immune to rate hikes. Add heavy Treasury issuance to the mix, and yields will remain higher for longer. 📈
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