Cryptonary(@cryptonary):Core held at 0.3% for a third month, even with oil down 23% in November. Tariffs, energy and AI-related demand are doing the work, not petrol. 25bp in December looks locked. 50bp went from zero to a small chance. Not a great backdrop for debt-funded AI into CoreWeave tonight.

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Cryptonary@cryptonary

2026.11.10 14:16

Core held at 0.3% for a third month, even with oil down 23% in November. Tariffs, energy and AI-related demand are doing the work, not petrol. 25bp in December looks locked. 50bp went from zero to a small chance. Not a great backdrop for debt-funded AI into CoreWeave tonight.