Q&A #221
AI, credit cycle, UST Septembers, and EDU’s new Viscosity Index. What are the three September effects? Where do they come from? How do they impact the bond market? Are they responsible for the September selloff? If so, what does that mean for Oct? Are we seeing the credit cycle emerge? Where does it come from? Why does private credit seem to be in the middle of it? Is it only just private credit, or are public markets involved, too? Artificial intelligence bubble? Bust? What do we know and what does everybody think?
