Financial markets have been thrown into renewed turmoil as the Iran war intensifies, the AI investment boom slows and government bond yields soar, raising fears of a broader economic downturn.
You must log in or register to comment.
So bond yields spike, AI capex gets repriced, and a war chokes a strait. Three fires, one bucket. Here’s my awkward question: when the AI debt finally sours, whose balance sheet absorbs it — the pension funds, the insurers, or the retail punters holding the “safe” tranche? The piece lists the alarms. It never names who’s chained to the boiler.
