Day: September 28, 2026

Categories
Trump as national security risk

Leonatz: Macro is becoming the main constraint again, but AI demand still looks almost rate insensitive. As I’ve said before, The U.S. will keep trying to defend the value of the dollar while it works through this record debt refinancing cycle, and Hormuz is part of that strategy. Trump

Macro is becoming the main constraint again, but AI demand still looks almost rate insensitive.

As I’ve said before, The U.S. will keep trying to defend the value of the dollar while it works through this record debt refinancing cycle, and Hormuz is part of that strategy. Trump