Warsh Won’t Blink On 2%—AI’s Inflation Hit Is The Second-Order Trade Markets Are Missing

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🔴 Warsh’s 2% Target Is A Hard Line—AI’s Inflationary Shock Is The Trade Everyone’s Sleeping On

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#Fed #KevinWarsh #Inflation #AI #InterestRates #InstitutionalInvesting #FixedIncome #MacroStrategy #AssetAllocation #Semiconductors #EnergyTransition #SaaS #DurationRisk #RealRates #FOMC

Pricing the Unhedgeable: Inflation Volatility, Supply Shocks & the End of Bond Diversification

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📌 Pricing Inflation Volatility & Supply Shocks Into Asset Allocation

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#InstitutionalInvesting #AssetAllocation #InflationHedging #RealAssets #PrivateCredit #EnergyMarkets #BaseMetals #PortfolioStrategy #SupplyShocks #GeopoliticalRisk #HealthcareEquities #AICapex #FixedIncome #MacroStrategy #PensionFunds #Endowments #FamilyOffices #CapitalMarkets #RiskPremium #Stagflation

Bank of America Bets $1.9 Billion on India’s Credit Boom with Jio Financial Stake

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‼️ 🇮🇳 Bank of America Corporation and Jio Financial Services Limited (JFSL) have announced a definitive agreement for Bank of America to acquire up to a 49.9% stake in Jio Credit Limited (JCL), JFSL’s wholly-owned non-bank financial company lending subsidiary, through a preferential allotment of equity shares and warrants. The investment, including equity shares and warrants, is valued at approximately ₹18,268 crore (~$1.9 billion USD)