Wall Street
Discussion around Wall Street focused on a sharp split between optimism about bank earnings, India and bonds, and concern about stretched valuations, rising yields and AI-financing risks. Strategists were explicitly divided on whether US bond yields would fall or reach new highs 32, while Jim Iuorio called the AI trade a bubble but acknowledged it could continue inflating 26. Other commentary linked Wall Street’s selloff to global equity weakness and renewed inflation concerns 29.
From the window to Oct 14, 05:30 ET — this window's take is still to be written.
Where the voices land
All voices 1 voice1 high risk
High risk
- NHNate HagensHigh risk Sees Wall Street financing the largest infrastructure build-out in history on AI revenues that do not exist yet, a 2008-like risk. ▶ 10:54 Humanity's Icarus Moment: The Wings, the Sea, an… · 9 Oct
1 high risk
Mentions
32 this weekStories it travels in
i
The stories
- ○ a voice, on the left
- ◌ a voice raising half of these
- ● a subject, on the right, under its story
- ⌒ a line is a voice raising a subject — thicker, more items; colour is the story
The stories this entity travels in: on the right, each story with the subjects seen alongside it; on the left, the voices that raised them, and a line for every subject a voice raised, bundled by story. Tap a voice to light everything it raises, a subject for who raised it, a story for its own lines. The crumb goes back.
Who brings it up
- Bloomberg 22 mentions
- Walter Bloomberg 2 mentions
- Nate Hagens 2 mentions
- Adam Taggart 2 mentions
- jim iuorio 1 mention
- Gary Bohm 1 mention
- Fiona Cincotta 1 mention
- Danielle Park 1 mention
See what your own voices say about Wall Street, every morning.
Start a desk