Poland may issue bonds in dollars, euros and possibly in yen during the first quarter of 2026 and front-load its annual calendar of international debt sales https://t.co/O4ueqYtLGo ...

Economic Growth and Projections - The Office for Budget Responsibility (OBR) upgraded its growth forecasts for 2025 to 1.5%, but downgraded projections for the rest of the decade to 1.4% in 2026, down from 1.9%, and 1.5% each year to 2030 [1] - The average household is expected to be £850 poorer in 2029-30 compared to 2024-25, indicating a disappointing outlook for living standards [1] - The central forecast for real household disposable income (RHDI) per person in the UK is projected to grow at only 0.2% to 0.3% per year after this year, significantly lower than the long-run average [2][4] Employment and Income - Unemployment is expected to rise faster than previously anticipated, peaking at 5%, with the jobless rate only falling back to 4.1% in the final months of the decade [13] - Real terms hourly pay for workers is projected to remain 0.5% below its 2009-10 level by the end of the decade, reflecting a long-term squeeze on pay [3] Taxation and Fiscal Policy - The tax burden is forecasted to rise to a post-war high of 38.3% of GDP, driven by significant personal tax increases, including freezing income tax thresholds [21][22] - The OBR noted that the top half of earners pay 90% of all income tax, highlighting the increasing reliance on higher earners to fund public services [27][28] Government Spending - The OBR described the recent Budget as including substantial spending increases, with an average rise of £33 billion per year over the next five years, primarily to fund higher benefits [29] - By the end of the decade, public spending is expected to settle at just over 44% of GDP, which is five percentage points higher than pre-pandemic levels [30] Economic Outlook and Challenges - The OBR warned that the UK may not return to previous growth rates, citing a significant and long-lasting slowdown in productivity growth since the 2008 financial crisis [8] - The Chancellor's plans to manage debt and spending face challenges, with debt servicing costs projected to rise from £113.7 billion this year to £140 billion in five years [15][16]

Populism is rising because politicians are drowning us in debt. ...

Junk-rated Bausch Health is starting an exchange offer to take out two more bonds after a series of efforts to address some of its more than $20 billion debt load this year https://t.co/TbqwLTKDIG ...

A flood of debt sales from Big Tech risks overwhelming buyers and could weaken the credit market on both sides of the Atlantic https://t.co/B6nraJEeO4 ...

RT Amy (@maison_d_ami)I don't expect anyone to congratulate me... but I took some profits I had from #bitcoin and paid off every cent of debt from my 81 year old family business.A commitment I made to my Mom and Dad.It took 30 years - I promised I would take care of it all.They are gone, I got them through life without anymore tragedies.I wish I could tell them I finished "MY assignment" - by the grace of God.I still have an outsized stack - but it was time.Mom would have said "GOOD JOB AMY" ...

Market Overview - The market is experiencing ongoing pressure despite strong earnings reports from major companies like Nvidia, indicating a risk-off mentality among investors [2][4] - Macro pressures are significantly impacting major indexes, leading to a sell-off in stocks [2][6] Company Performance - Nvidia reported a blowout earnings report, but the positive impact was short-lived as the stock faced two down days immediately after [1][2] - Apple and Google are outperforming in the current market, with Apple showing resilience and Google benefiting from optimism surrounding its Gemini 3 product [3][4] Debt Concerns - There is growing anxiety regarding debt levels among major players, particularly Oracle, as indicated by the rise in credit default swaps (CDS) [7][8] - Investors are concerned about the potential for over-leverage in companies heavily investing in AI, which could pose risks in the future [8][9]

Market Trends & Dynamics - Despite Nvidia's blowout earnings report, macro pressures are weighing down major indexes, leading to a risk-off mentality in the markets [1][2] - Apple and Google are outperforming, showing a split in the market, possibly due to less exposure to AI or optimism after Gemini three [3] - Investors are scrutinizing Nvidia's accounts receivable and inventory, seeking to understand the sell-off [4] - Market reactions are sensitive to news around potential Federal Reserve rate cuts [5][6] Debt & Risk - Oracle's credit default swaps (CDS) are being used as a gauge of anxiety regarding the large debt held by certain companies, particularly in the neo-cloud sector [7] - The debt question is a significant concern for investors, fueling fears of an AI bubble and potential over-leverage [8] - Despite companies addressing debt concerns, investors remain unconvinced and worried about a potential "house of cards" scenario [9]

story. I want to bring into this conversation uh Bill Egan. He is the chief investment officer of the Absolute Return Fixed Income Group at JP Morgan Asset Management.Uh we've had a wild ride in the equity markets. Uh it's been quite a thing to to see. >> These guys are stuck.>> Yeah. Given the inflation picture and the unemployment picture, they're smacking against each other in the wrong directions. >> Yeah.What's interesting, Andrew, is um you know, 10 and 30-year yields are higher now than when Fed fund ...

A2MP will use the mix of debt and equity to support existing projects and target acquisitions https://t.co/YtAUTmI1Uv ...