Credit Ratings
Macro
Markets
US debt breaks 125% of GDP as rating agencies sound alarm on fiscal sustainability
Structural deficits above $2 trillion annually collide with tariff uncertainty and bond market stress, constraining Washington's policy options
AI
Markets
S&P Cuts SoftBank Outlook to Negative on $30 Billion OpenAI Bet
Rating agency flags liquidity concerns as Japanese conglomerate doubles down on AI infrastructure amid record private tech funding.