Jens Nordvig says French debt tensions a key focus as bond spreads widen beyond Euro-crisis levels

Jens Nordvig says French debt tensions are a key focus after bond spreads widened beyond 2010 and 2012 Euro-crisis levels, signaling higher market stress. He is also watching whether equities can withstand higher yields, when AI capex may peak, and the outlook for DRAM prices.

Detected & updated continuously · Source: Nebula