As generative AI booms, a new class of traders is investing in US power markets, according to Goldman Sachs Global Banking & Markets. Hedge funds and asset managers are focusing on electricity amid rising power demand from data centers. - Sky-Tide Media

As generative AI booms, a new class of traders is investing in US power markets, according to Goldman Sachs Global Banking & Markets. Hedge funds and asset managers are focusing on electricity amid rising power demand from data centers.

July 19, 2024

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Meanwhile in China: China is facing the EXACT opposite situation as as the United States. Their 10-year yield has collapsed nearly 100 basis points in 2024 and widespread stimulus has begun. China is nearing a recession.

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Most of the bond maturities actually are in the Q1 2025 — so we are walking into the HIGH stress point as we turn the page on the calendar. Happy New Year! 🎄🎄🎉

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