Wall Street consensus estimates for hyperscaler free cash flow. Provides a good snapshot of where the market's head is at, I think:
From John Plender's FT column:
"At the same time, Treasury funding is increasingly reliant on shorter-term securities, which means constant rollover risk. With US public debt approaching its highest ever level, this combination sounds like the very ...
1 of 2
One of the most dystopian charts I’ve ever seen
Great chart in that column via @raydouglas.bsky.social - and importantly Sinder points the earnings have been strong outside the AI giants www.ft.com/content/81dc...
Robert Armstrong
Tony Tassell
Andrew Lokenauth | TheFinanceNewsletter.com
Mohamed A. El-Erian
"Police in riot gear then came on to the pitch and surrounded the officials, trying to restore calm," reports the Beeb. Eight red cards in total
There's no guarantee Burnham wins, with Reform securing 32% of the vote in the last general election
⚽️ Margaritha came on for Curaçao, a team managed by Advocaat
#GERCUW 🇩🇪🇨🇼 #WorldCup
🇺🇸 Nvidia unveils PC ‘superchip’ in challenge to Apple and Intel
FT → www.ft.com/content/58f9...
What could possibly go wrong ↓
⚽ Only one team scored from open play...
#Arsenal #COYG #AFC #Gunners #Championsleague #UCL
