https://macronotebook.com/2026/10/ai-crowding-out-foreign-buyers-now-prefer-us-corporate-bonds-to-treasuries/The Macro Notebooken2026-10-14T23:33:00.000ZAI crowding out: foreign buyers now prefer US corporate bonds to Treasuries https://macronotebook.com/2026/10/chip-stocks-lose-116-in-six-days-and-sp-500-profit-growth-leans-on-them/The Macro Notebooken2026-10-14T23:32:00.000ZChip stocks lose 11.6% in six days, and S&P 500 profit growth leans on them https://macronotebook.com/2026/10/starlink-limits-and-missing-warnings-the-us-squeezes-kyiv-to-stop-and-settle/The Macro Notebooken2026-10-14T23:31:00.000ZStarlink limits and missing warnings: the US squeezes Kyiv to stop and settle https://macronotebook.com/2026/10/ai-skills-now-set-pay-on-wall-street-a-quarter-of-finance-firms-tie-bonuses-to-them/The Macro Notebooken2026-10-14T23:30:00.000ZAI skills now set pay on Wall Street: a quarter of finance firms tie bonuses to them https://macronotebook.com/2026/10/cpi-today-what-a-hot-in-line-or-soft-report-means-for-fed-rate-odds/The Macro Notebooken2026-10-14T08:20:00.000ZCPI today: what a hot, in-line or soft report means for Fed rate odds https://macronotebook.com/2026/10/flight-to-quality-investors-are-buying-microsoft-not-mcdonalds/The Macro Notebooken2026-10-14T07:03:00.000ZFlight to quality: investors are buying Microsoft, not McDonald's https://macronotebook.com/2026/10/asml-results-record-117bn-sales-and-more-demand-than-it-can-supply-in-2027-and-2028/The Macro Notebooken2026-10-14T07:00:00.000ZASML results: record €11.7bn sales, and more demand than it can supply in 2027 and 2028 https://macronotebook.com/2026/10/bank-of-america-fine-12bn-for-failing-to-report-5bn-of-suspicious-payments/The Macro Notebooken2026-10-14T06:58:00.000ZBank of America fine: $1.2bn for failing to report $5bn of suspicious payments https://macronotebook.com/2026/10/nvidia-is-too-big-to-fail/The Macro Notebooken2026-10-13T06:18:00.000ZNvidia is too big to fail https://macronotebook.com/2026/10/imf-world-economic-outlook-growth-slows-to-31-as-inflation-rises-to-47/The Macro Notebooken2026-10-13T06:16:00.000ZIMF World Economic Outlook: growth slows to 3.1% as inflation rises to 4.7% https://macronotebook.com/2026/10/eu-china-hybrid-deal-imports-capped-at-350000-a-year-less-than-half-this-years/The Macro Notebooken2026-10-13T06:15:00.000ZEU-China hybrid deal: imports capped at 350,000 a year, less than half this year's https://macronotebook.com/2026/10/diesel-prices-the-iea-wants-faster-stock-releases-as-the-russian-deal-falls-short/The Macro Notebooken2026-10-13T06:13:00.000ZDiesel prices: the IEA wants faster stock releases as the Russian deal falls short https://macronotebook.com/2026/10/meta-muse-wonder-reaches-the-ai-frontier-but-anthropic-still-leads/The Macro Notebooken2026-10-13T06:11:00.000ZMeta's Muse Wonder reaches the AI frontier, but Anthropic still leads https://macronotebook.com/2026/10/energy-ceasefire-the-us-threatens-ukraines-weapons-supply-over-refinery-strikes/The Macro Notebooken2026-10-13T06:09:00.000ZEnergy ceasefire: the US threatens Ukraine's weapons supply over refinery strikes https://macronotebook.com/2026/10/nvidia-and-reflection-ai-talks-to-buy-the-open-model-start-up-it-already-backs/The Macro Notebooken2026-10-13T06:05:00.000ZNvidia and Reflection AI: talks to buy the open-model start-up it already backs