Who is ZeroHedge?
ZeroHedge is a financial markets blog.
What is ZeroHedge known for?
- Financial markets blog
What ZeroHedge has said
By topic:Federal Reserve (5)Artificial Intelligence (5)Tariffs & Trade (2)
“PPI Red Hot: PPI 1.3% MoM, Exp. 0.6% PPI 6.3% YoY, Exp. 5.4% PPI Core 0.7% MoM, Exp. 0.3% PPI Core 5.0% YoY, Exp. 4.4%”
On X, October 15, 2026ZeroHedge Reports Producer Prices Jump, Exceeding Expectations
“Bank earnings call highlights: CONSUMER HEALTH & RESILIENCE C – 'In the US, whilst much has been made of the AI boom, the consumer is still driving much of the growth, the labor market is stable, and companies remain active.' JPM – '… the consumer has been quite resilient in the face of a number of headwinds that under different circumstances you might have expected would present a challenge.' WFC – 'The consumer…”
On X, October 13, 2026ZeroHedge Reports Banks See Resilient Consumer During Economic Growth
“Three months later they finally figured it out: Fed’s Goolsbee Says AI Boom Starting to Push Up Prices: Semafor Now if only higher rates could lower DRAM prices..”
On X, October 13, 2026ZeroHedge Reports Goolsbee Says AI Boom Pushing Up Prices
“JPM Tech specialist Joshua Meyers on today's tech selloff The most proximate reason seems to be Hock Tan's participation in a panel at a DBS conference in Singapore, where he warned financing could become a bigger bottleneck than component shortages (in addition to questioning frontier lab business models, and comparing 'many investors' to casino gamblers). Additionally, a sell-side research not over the weekend r…”
On X, October 12, 2026ZeroHedge Reports JPM Tech Specialist on Tech Selloff Causes
“Rabobank: 'Warsh's proposal to incorporate the deflationary effects of AI into the Fed's forecasts also seems to have been delayed, as Fed members are currently more concerned with its short-term inflationary effects. These are not contradictory schools of thought on AI: the short-term costs of adoption may ultimately be priced out, while long-term productivity gains could drive disinflation within the next few ye…”
On X, October 11, 2026ZeroHedge Reports Rabobank Analysis on AI's Short-Term Inflationary Impact
“Hurricane Isaias Slams Gulf Coast, Knocks Out Power To 830,000 As Major Refineries Are Spared”
On X, October 10, 2026ZeroHedge Reports Hurricane Isaias Slams Gulf Coast Refineries Spared
“NZ House Prices Dropped to Three-Year Low, Quarterly Index Shows”
On X, October 8, 2026ZeroHedge Reports New Zealand House Prices Hit Three-Year Low
“The hyperscaler and AI pipeline for IG/HY debt is done: no more can fit. That's why everyone is scrambling to use SPVs/Project financing/chip-collateralized structures to fund capex before that last door slams shut too.”
On X, October 8, 2026ZeroHedge Claims AI/Hyperscaler Debt Funding Channels Are Closed
“'One Month Until Drawdown': UBS Sounds Alarm On Europe's Thin Gas Buffer As Winter Looms”
On X, October 3, 2026ZeroHedge Reports UBS Warns on Europe's Gas Buffer Ahead of Winter
“Our tracker of hyperscaler off balance sheet liabilities shows $3.8 trillion as of Sept 30, up $700BN from June 30. Adding $250BN in hyperscaler IG debt, the DV01 issued by the AI ecosystem in Q3 was about 25% higher than all Treasury issuance That's why yields keep rising”
On X, October 2, 2026ZeroHedge Reports AI Ecosystem Debt Driving Yields Higher
“Brazil Election Polls Too Close To Call, But Polymarket Gives Bolsonaro Clear Lead”
On X, September 30, 2026ZeroHedge Reports Bolsonaro Leads Brazil Election on Polymarket
“Core PCE much cooler than expected, as previewed: PCE 0.3% MoM, Exp. 0.3% PCE 3.4% YoY, Exp. 3.7% PCE Core 0.2% MoM, Exp. 0.3%, PCE Core 3.0% YoY, Exp. 3.3%”
On X, September 30, 2026ZeroHedge Reports Core PCE Inflation Cooler Than Expected
“'US equities refuse to price any panic (GS panic index closed sub-1 on friday) despite sentiment at the lows (GS sentiment indicator -0.9 … AAIIBEAR ~50 … 70% of spx stocks are trading below the 50dma. etc) … other risk barometers, namely bond vol (MOVE) and CDX also registering peak fear (~100th percentile) while VIX trades in the low teens' GS Brian Garrett”
On X, September 27, 2026ZeroHedge Cites GS Report on US Equities Refusing to Price Panic
“Diesel Export Ban Off The Table? Ted Cruz Relays White House Assurances To Refinery Heads”
On X, September 26, 2026ZeroHedge Reports White House Assurances on Diesel Export Ban
“This could be a problem: Goldman sensitivity table shows that in a worst case scenario where hyperscaler ROIC on capex is 0 (token costs collapse, token demand goes to open models, etc) they still need to spend $920BN every year just to cover depreciation and running costs”
On X, September 25, 2026ZeroHedge Reports Goldman Sachs Warning on Hyperscaler Spending
Frequently asked
- Who is ZeroHedge?
- ZeroHedge is a financial markets blog.
- What is ZeroHedge known for?
- n/a
- Where does ZeroHedge share views on Federal Reserve?
- n/a
