@RB_Traj: Does investment from private credit into the AI datacenter buildout grow the money supply? (I'm guessing it's not). Does this count as 'growth' if new money isn't created to fuel it? @superf11: What is the status of French govt bonds as collateral within the ED system, and can this status prevent a dearth of demand for them? @ianrayner7522: The $32.4tr question: do we think bond yields have topped?@ianrayner7522: And by bonds I mean treasuries @epjohnson48: what do you make of the timing and manner of Christine Lagarde's resignation? @dubiousdandy904: From the trends in US housing data recently discussed, do you think a lack of mobility (mainly because of income expectations) negatively impacts job matching efficiency and labor force dropouts? @gratefuldad327: Can you tell us more about Josh (your marketing guy?)? @dubiousdandy904: It's no surprise to us at EDU, but the 5% US retail sales downward revision since 2022 is still striking. I'm sure you could have spent a week straight discussing about it if you wanted to. @gratefuldad327: My odds of a Dec Fed rate hike are <10%, even with Warsh. Yours?
