Macro: global rate hikes, value over growth, AI credit strain
About 45% of global central banks have hiked in the last 3 months, value is crushing growth in 2026, and hyperscaler debt issuance is raising credit concerns. CPI is due Tuesday.
What we know
Kobeissi says ~45% of central banks have raised rates recently. Bilello shows value +24% vs growth -6%. An account on X warns of an AI credit crunch. October CPI hits Tuesday. Goldman still forecasts 2.4% 2027 GDP growth.
By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.