China has opened the first regular container service through the Arctic, cutting the journey to Europe from around 40 days to 20. But turning the Northern Sea Route into a genuine rival to the Suez Canal will require more than melting icebergs and geopolitical disruption.
Ox Alpha, an anonymous model nobody has claimed, has just taken the 1st place on the world’s busiest LLM marketplace. The story is not about China. It is about pricing power and about who ultimately earns a return on a trillion dollars of AI infrastructure.
Two of the world's largest borrowers are meeting the same wall of long-end yields. The policy response to that collision is what gold, silver and crypto have started to price.
Meanwhile, we compare US debt added under each president and explore the Swiss franc’s emergence as a new funding currency for carry trades. Each week, the Syz investment team takes you through the last seven days in seven charts.
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China has opened the first regular container service through the Arctic, cutting the journey to Europe from around 40 days to 20. But turning the Northern Sea Route into a genuine rival to the Suez Canal will require more than melting icebergs and geopolitical disruption.
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Ox Alpha, an anonymous model nobody has claimed, has just taken the 1st place on the world’s busiest LLM marketplace. The story is not about China. It is about pricing power and about who ultimately earns a return on a trillion dollars of AI infrastructure.
US rates remain volatile following Bessent’s intervention and ahead of Warsh’s Jackson Hole speech
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