The Global Bond Rout, The Solo Sell on Nvidia, and Google’s New AI Agent 5/19/26

全球债券恐慌,英伟达的独立销售,以及谷歌的新AI代理 5/19/26

The Exchange

2026-05-20

42 分钟
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Yields soaring around the world as bond vigilantes try to force a Fed hike ahead of Kevin Warsh’s installation as Fed Chair. The street’s only analyst with a ‘sell’ rating on Nvidia lays out his bear case ahead of earnings. Plus, Google unveils Gemini Spark at its annual developers’ conference.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
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