Bonds Slide Amid Inflation Concerns as Oil Rises on Hormuz Deal Outlook | Bloomberg Brief 08/11/2026
THE SO WHAT
Higher oil on renewed Hormuz tension plus rising AI capex—Nvidia tapping Apollo and others—keeps pressure on both energy costs and the cost of capital. If you’re planning large data center or AI infra builds, lock in power and financing assumptions with wider bands; macro volatility is now part of the AI planning surface.
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