🚨 THE BOND MARKET LOST SEPTEMBER. SOFTBANK BOUGHT THE TOLLBOOTH.

Podcast: GRO MONEY NEWS · Teresa Grobecker

Opublikowano: 2026-10-01

💰 The 10 year Treasury ended around 5.29%, the 30 year around 5.64%, and mortgage rates hit 7.30%. Capital is not cheap. 🏗️ SoftBank still completed its $3.1B acquisition of DigitalBridge, which reports roughly $120.6B of digital infrastructure AUM. SoftBank did not buy one data center. It bought the origination platform. 🤖 KKR is now warning that the AI buildout could require $7.6T to $8T of capex through 2030 and that apparently diversified credit exposure may still depend on the same hyperscalers, infrastructure, and AI spending cycle. 🇰🇷 Meanwhile, South Korea just reported record $120.9B monthly exports, with semiconductor exports up 262.8%. The AI capex cycle is sh...