#morganstanley

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@acemaxx.bsky.social network 4h

Global financial conditions are tightening as long-term
rates reprice higher to reflect strong real growth and
surging “demand for capital from sovereign issuers and
players in the #AI ecosystem, chart #MorganStanley

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@acemaxx.bsky.social network 5h

#AI and Tech exports combined account for roughly 70% of #Asia ’s export growth, led by Taiwanese advanced-logic AI server packaging, #Korean high bandwidth memory and #Chinese optical modules/networking hardware, chart #MorganStanley

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