Office Debt Stress Is Now Worse Than the Financial Crisis
The office real estate story is no longer primarily about empty buildings. The market is entering a new phase where […]
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The $1 Trillion Capex Bet Is Riding on a Chart That Just Gave It All Back
Silicon Data’s LLM Token Expenditure Index — a daily, expenditure-weighted benchmark of what the market pays per million LLM tokens
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Why $100 Oil Could Keep Inflation and Rates Higher for Longer
Brent crude has surged back above $100 a barrel, capturing investors’ attention. But the more important story for the real
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The Debt Just Hit $40 Trillion. Now Comes the Expensive Part.
U.S. debt just crossed $40T. The number gets the headlines; the real story is what it now costs to carry.
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The Debt Spiral: Borrow More, Pay More, Borrow Again
Net interest expense has now become the federal government’s second-largest spending category, surpassing Medicare and trailing only Social Security. This
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US Pays Highest Long-Bond Yield Since 2001 as Deficit Concerns Mount
Earlier this month, the U.S. government conducted a 30-year Treasury auction that yielded 5.216% – the highest borrowing cost since
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