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CNBC International Live

A $250B deficit worried bond vigilantes in 1983; now it's $1.5–2T — Yardeni Research
4 calls: What he says is left in the Treasury secretary's toolkit, why he reads the yen intervention as a Treasury defense, and what higher-for-longer…
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"I don't think that we will see a bear market": Laffer Tengler CIO on AI safety
7 arguments: Why she would welcome a correction but not a bear market, what 25%+ earnings growth did to multiples, and why she says a rate rise is not…
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Hyperscaler capex is up 125% and hardware just 70%, JPMorgan finds
5 numbers: Why he says higher yields and higher equities can coexist, what happened to token prices against token volumes, and the AI revenue base he…
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VanEck digital assets head on adoption: "We're up to 25 different countries"
5 insights: Why he says this cycle's leverage is visible where the last one's was hidden, how he values bitcoin off the electricity used to make it, and…
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Every 10 yen of yen appreciation costs 4% of earnings, says Goldman's Asia strategist
6 predictions: Why Goldman raised its Japan earnings growth forecast to 19%, what a 25bp rate rise cannot fix, and where he expects Asian markets to go…
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RBC Wealth executive director: GPIF rotating home would buy the yen
6 takeaways: Why he says a stronger dollar helps Asia's energy importers, what Japan's finance ministry wants its pension fund to do, and why he reads…
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Analysts had Nvidia growing 40% next year; now it's 70% — Freedom Capital tech head
5 insights: Why he pushed his AI capex forecast out to the end of the decade, what he means by profitless prosperity, and the risk he says matters more…
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"I think a serious correction is coming": Mizuho's equities trading head
6 calls: Why he says rotation is the only thing holding the index up, what prime-broker data shows about crowded tech funds, and the $190B of equities…
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