Top 10 Macro/Financial Charts of the Week – w39 (2026)

🇺🇲 US Bond-Market Slide Deepens, Pushing Yields to Two-Decade Highs – Bloomberghttps://t.co/GvmLgtmvLF pic.twitter.com/4BP06oQPjs

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 24, 2026

$40 trillion and rising, yields converging on 5%+
That's $2 trillion in annual interest on the debt… pic.twitter.com/kPGO4AXu90

— E.J. Antoni, Ph.D. (@RealEJAntoni) September 26, 2026

🇺🇲 US Business Activity Expands at the Fastest Pace Since 2021 – Bloomberghttps://t.co/xvB7scllvO pic.twitter.com/xMLFzFyO8k

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 24, 2026

Core capital goods shipments (proxy for biz cap ex) are up +11.39% y/y as of August, the best since February 2022. https://t.co/iWRKWn4OmA pic.twitter.com/z8XNBc0HOF

— Neil Sethi NEW account (@neilsethinew) September 26, 2026

Hyperscaler debt issuance 2027 https://t.co/m5dFtc41oT pic.twitter.com/hg4UspLjMn

— zerohedge (@zerohedge) September 19, 2026

Total investment in data centers and related AI infrastructure is projected to total $10.3 trillion from 2025 to 2032, or 3.6% of GDP per year, according to new estimates. That would dwarf other huge U.S. infrastructure projects such as the railroads, the highway system and the… pic.twitter.com/ypInppsutY

— Nick Timiraos (@NickTimiraos) September 24, 2026

The AI buildout runs on debt, and the bond market is flinching first.

Oracle's 5-year CDS, the cost to insure its debt, just hit a record above 220 basis points, up from about 30 a year ago. That is what borrowing tens of billions for AI data centers costs.$ORCL is still… pic.twitter.com/CWAynYRAdp

— Kurt S. Altrichter, CRPS® (@kurtsaltrichter) September 26, 2026

🚨 🇨🇳 Chinese auto brands came close to 12% market share in Europe in August as they are adapting their product mix to European constraints.

📊 As the EU decided to impose additional tariffs on Chinese-made EVs to slow their expansion, they simply shifted part of their offensive… pic.twitter.com/EOndLUG9lY

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 23, 2026

🇪🇺 In August, registrations of fully electric cars jumped by more than 50% year-on-year across Europe (+75% in Germany and more than +100% in France).

📈 Since the start of the year, EV market share had already been rising sharply thanks to several factors such as more models… pic.twitter.com/oCUFpEsNRB

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 24, 2026

🇩🇪 #Germany | Rhine Sinks to Record Low in Further Blow for Shipping – Bloomberghttps://t.co/RD2vhlhjdc pic.twitter.com/ea3cLNjHbJ

— Christophe Barraud 🇫🇷 🇲🇨 (@C_Barraud) September 25, 2026