• Interest rates on long-term US governmentDebtreached their highest level in nearly 20 years this week, withNational Debtsurpassing USD 40 trillion for the first time.
• The five largest AI hyperscalers have issued more than USD 200 billion in bonds so far this year, up from an average of less than USD 30 billion annually between 2020 and 2024.
• Nvidia's (NASDAQ:NVDA) potential financial exposure to customers through guarantees and purchase commitments totals roughly USD 300 billion, though these obligations only come due in a downturn.
• Israel's parliamentary election is scheduled for October 27, with centre-right challenger Gadi Eisenkot's Yashar party having overtaken Netanyahu's Likud in polling averages.
• Fed Chair Kevin Warsh delivered a more conventional, hawkish speech at the Jackson Hole symposium after a rocky start marked by contradictory press conferences.
• China has expanded a series of laws asserting legal authority beyond its borders, including anti-sanctions statutes updated in April modeled on the European Union's blocking statute.
• Canada's retaliatory tariffs on roughly USD 20 billion worth of American goods take effect September 8, with rates ranging from 15% to 50%.
• Opposition to data centers has surged, with one poll finding 71% of respondents opposed to local construction, up from majority support just over a year earlier.
• The United States has taken a 35% stake, through the Pentagon, in a private company granted 100-year concessions over 17 Venezuelan oilfields holding roughly 65 billion barrels of proven reserves.
• The five largest listed neoclouds, including CoreWeave (NASDAQ:CRWV), have grown combined annualRevenueto USD 18 billion over the past 12 months, up from USD 3 billion in 2024.