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- September 21, 2026
The US has proposed a direct channel with China to notify both governments of major AI-related national security incidents even as their AI rivalry intensifies. Treasury Secretary Scott Bessent said the proposal was made during talks in New York on Sunday with Chinese Vice Premier He Lifeng. Their discussion came ahead of President Donald Trump’s
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- September 21, 2026
Treasury Secretary Scott Bessent isn’t short of investors keen to rap his knuckles—and his friend and mentor, Stan Druckenmiller, was at the front of the queue. Bessent has been chastised by many for his recent attempt to manage prices in the bond market. As 30-year Treasury yields rose toward a near-20-year high last month, the
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- September 21, 2026
Long-term Treasury yields around 5% have made government bonds attractive again, but AI infrastructure still offers a better opportunity, according to a Goldman Sachs executive. “Personally, I think the asymmetric expression is being long compute,” said Anshul Sehgal, Goldman’s global co-head of fixed income, currencies, and commodities. Sehgal said he favors AI infrastructure companies, including
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