World bond corporate issuances have reached unprecedented levels:
Global bond sales hit a record $5.95 trillion in the first 10 months of 2025.
This has already surpassed the previous all-time high of $5.93 trillion set in 2024.
Issuances have risen +$2.5 trillion since 2014.
This surge has been fueled by exceptionally low credit risk, with global spreads hovering near the lowest levels since 2007.
As a result, investor demand continues to significantly outpace net bond supply.
The global debt rush is accelerating.
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
Global bond sales hit a record $5.95 trillion in the first 10 months of 2025.
This has already surpassed the previous all-time high of $5.93 trillion set in 2024.
Issuances have risen +$2.5 trillion since 2014.
This surge has been fueled by exceptionally low credit risk, with global spreads hovering near the lowest levels since 2007.
As a result, investor demand continues to significantly outpace net bond supply.
The global debt rush is accelerating.
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
Joseph Edlow says that USCIS will be reviewing every green card from every country of concern
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
⚡2
US tech CapEx spending is historic:
A record 45% of S&P 500 CapEx now comes from technology and related stocks.
The percentage has risen ~20 points over the last 10 years.
By comparison, the peak in the 2000 Dot Com Bubble was ~39%.
Meanwhile, the commodity sectors’ CapEx weight in the S&P 500 has halved, to ~15%, since 2015.
This is just 5 percentage points above the low recorded over the last 45 years.
AI spending is through the roof.
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
A record 45% of S&P 500 CapEx now comes from technology and related stocks.
The percentage has risen ~20 points over the last 10 years.
By comparison, the peak in the 2000 Dot Com Bubble was ~39%.
Meanwhile, the commodity sectors’ CapEx weight in the S&P 500 has halved, to ~15%, since 2015.
This is just 5 percentage points above the low recorded over the last 45 years.
AI spending is through the roof.
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
Fun fact.
The turkey on your Thanksgiving table today is a far cry from the one your grandparents would have served.
Thanks to decades of selective breeding, modern turkeys are more than twice the size of those in the 1930s.
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
The turkey on your Thanksgiving table today is a far cry from the one your grandparents would have served.
Thanks to decades of selective breeding, modern turkeys are more than twice the size of those in the 1930s.
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
👀1
This media is not supported in your browser
VIEW IN TELEGRAM
‼ UKRANINS WILL NOT RETURN!
They’re in Europe forever!
“It’s better in Germany, everything is better even the people”
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
They’re in Europe forever!
“It’s better in Germany, everything is better even the people”
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
🌚4😁2🙏1
This media is not supported in your browser
VIEW IN TELEGRAM
“Why I will never return to Ukraine:
The corruption in Ukraine is insane, how can you steal money for a children hospital?”
3/
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
The corruption in Ukraine is insane, how can you steal money for a children hospital?”
3/
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
😐4
BREAKING: ‘Spy pigeons fitted with brain implants and cameras that can be controlled like drones’ have been unveiled by Putin’s scientists, per Daily Mail
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
🤯2👀1
BREAKING: TRUMP'S ADMIN ORDERED RE-EXAM OF EVERY GREEN CARD FROM "COUNTRIES OF CONCERN."
The asylum review DHS announced was already massive.
This is next level.
USCIS Director Joseph Edlow confirmed Trump ordered a "full-scale, rigorous reexamination of every Green Card for every alien from every country of concern."
That's lawful permanent residents, people who already passed background checks, lived here for years, paid taxes, one step from citizenship, now getting called back in for fresh vetting.
1 mistake, 1 red flag, 1 new piece of intel = green card revoked, deportation proceedings started.
This drops after the Afghan shooter (who got asylum this year) tried to murder 2 Guardsmen near the White House.
The message is crystal clear: not even permanent residency is safe anymore if you're from a high-risk country.
Biden's "reckless resettlement policies" are getting torched from every angle now, asylum, refugee, AND green cards.
The cleanup just went nuclear.
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
The asylum review DHS announced was already massive.
This is next level.
USCIS Director Joseph Edlow confirmed Trump ordered a "full-scale, rigorous reexamination of every Green Card for every alien from every country of concern."
That's lawful permanent residents, people who already passed background checks, lived here for years, paid taxes, one step from citizenship, now getting called back in for fresh vetting.
1 mistake, 1 red flag, 1 new piece of intel = green card revoked, deportation proceedings started.
This drops after the Afghan shooter (who got asylum this year) tried to murder 2 Guardsmen near the White House.
The message is crystal clear: not even permanent residency is safe anymore if you're from a high-risk country.
Biden's "reckless resettlement policies" are getting torched from every angle now, asylum, refugee, AND green cards.
The cleanup just went nuclear.
🄳🄾🄾🄼🄿🤖🅂🅃🄸🄽🄶
⚡6