La pompe à phynance

PdNdDdBàCdPàM

[La pompe à phynance @pphynance]

https://t.co/0FjY5oGK8s

[La pompe à phynance @pphynance]

Le mur

[Roger @rdd147]

Moody’s warns investors that hyperscalers are no longer a “fortress of security” and face significant risks with $3 trillion of hidden debt that will start hitting balance sheets over the next 2 years that isn’t nearly covered by customer commitments, and warns nearly all of those commitments are likely among each-other purely anticipating future demand.

Woes, did Burry just infiltrate Moody’s? 😳

$ORCL $META $GOOG $AMZN

[La pompe à phynance @pphynance]

Des nouvelles de la qualité "AAA"

[Joe Weisenthal @TheStalwart]

PIMCO faces an 85% wipeout on a AAA-related bond for a Philadelphia office complex.

Great read on the state of CRE in some of these non-prime markets https://t.co/Xeu61pAVUb

[La pompe à phynance @pphynance]

Oups (no force majeure)

[Financial Times @FT]

Oracle on the hook to pay data centre investors even if site has no electricity https://t.co/8fwD0V2L7l

[Negligible Capital @negligible_cap]

*ORACLE SENDS FORCE MAJEURE NOTICE OVER NEW MEXICO DATA CENTER

$ORCL trying to put off payments on the project if it's delayed

[The Kobeissi Letter @KobeissiLetter]

BREAKING: The US 30Y Note Yield rises to 5.53%, its highest level since June 2004.

That's +25 basis points in 3 days as the bond market continues to drop sharply.

We expect US mortgage rates above 7.50% today.

[Leyla @LeylaKuni]

Bessent buying $6B of Treasuries to bring down the yield curve

[La pompe à phynance @pphynance]

@KobeissiLetter https://t.co/o6msM1ZSvk

[La pompe à phynance @pphynance]

@MathsDuPeuple Activité modeste et présence limite mutique n'est-ce pas...

[La pompe à phynance @pphynance]

https://t.co/B7S8eKvUab