Renowned economist Mohammed El-Erian has signaled a major structural shift in global finance as China’s share of the US Treasury market fell to a 15-year low, raising concerns about future demand for US debt. Great retreat Data shared by El-Erian shows that China’s holdings of US government bonds now represent just 7% of the total […]
For months, the U.S. labor market has been sending mixed signals, cooling in some places and holding steady in others, leaving investors unsure whether the slowdown is orderly or whether something more vulnerable is forming beneath the surface. That uncertainty comes to a head this week. On Tuesday, the Bureau of Labor Statistics will release […]
As the race for artificial intelligence (AI) dominance accelerates, says chief economist at Moody’s Analytics Mark Zandi is sounding the alarm about a growing financial risk that distinguishes the current technological boom from the dot-com era: massive corporate debt. AI ‘overinvestment’ and rising debt In a stark warning issued on Sunday via While acknowledging that […]