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Goldman Sachs estimates that $400 billion of AI-related debt has been issued since mid-2025, with the majority being investment grade.
KPMG estimates the probability of a U.S. recession is 30%, which is elevated from the low-teens probability in a normal economy.
China has pursued a decades-long strategy to dominate the global rare earth elements industry.
USA Rare Earth has announced its intention to acquire the company Sara Verde.
The Pella Ema mine in Brazil has a 15-year, 100% offtake agreement with a special purpose vehicle funded by U.S. government agencies and private investors.
It is possible for the United States to become completely independent from China for its rare earth element supply.
The U.S. Department of Commerce, through the CHIPS program office, will take a non-governance, economic stake of less than 10% in USA Rare Earth upon completion of a deal.
USA Rare Earth acquired Less Common Metals, the only scaled producer of heavy rare earth metals and alloys outside of China, in the fall of the previous year.
Approximately 78% of U.S. homeowners with a mortgage have an interest rate below 6%.
The U.S. has been chronically underbuilding new homes relative to household formation for more than a decade, contributing to a housing shortage.
Goldman Sachs does not believe that the private credit market poses a systemic risk to the financial system.
Retail investors account for approximately 15% of the private credit market, based on a conservative estimate.