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Economics

2 briefs filed under Economics.

Showing 1–2 of 2 posts

  1. 01Economics

    How Sovereign Wealth Funds Are Splitting Into Two Different Bets on AI

    Sovereign funds managing over $15 trillion have taken incompatible bets on the AI buildout — Gulf states buying the infrastructure outright, Norway hedging…

    Syed Arshad HussainAug 1, 202610 min read
  2. 02Economics

    The AI Boom Just Met Its First Real Interest-Rate Test

    A record $161.5 billion convertible-bond boom is quietly financing the AI buildout on the assumption that capital stays cheap. The Fed's July rate hold, forced…

    Syed Arshad HussainJul 30, 20265 min read