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Field notes, practical guides, and lessons from our community mentors — written to help you make calmer decisions in front of the chart.

AI Is Arriving in the Bond Market: Who Is Going to Finance All of This?

AI has so far been read through tech equities. But data centre financing is now large enough to add duration supply to the bond market. The question shifts: no longer how big AI revenue gets, but who is willing to absorb its debt, and at what yield.

RasoMarket Insights Contributor

28 August 2026 · 11 min read

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AI Is Arriving in the Bond Market: Who Is Going to Finance All of This?

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Market Analysis

28 August 202611 min read

AI Is Arriving in the Bond Market: Who Is Going to Finance All of This?

RasoMarket Insights Contributor

Expensive Oil Today, Cheaper Oil Next Year: What Is the Market Actually Pricing?

Market Analysis

28 August 20269 min read

Expensive Oil Today, Cheaper Oil Next Year: What Is the Market Actually Pricing?

The Brent futures curve is in backwardation. A barrel today costs far more than a barrel in 2027. The more useful question is not whether Brent touches $100, but how long the market keeps treating this disruption as temporary.

RasoMarket Insights Contributor