Daniel Lacalle says hyperscaler debt is increasingly displacing sovereign debt in markets. He argues that easing inflation pressures, lower rate-hike expectatio

BWB News TV • 2026-08-02 13:47 UTC • By Billy Odell Tucker-Robinson

Daniel Lacalle says hyperscaler debt is increasingly displacing sovereign debt in markets. He argues that easing inflation pressures, lower rate-hike expectations and a forecast for US CPI at 3.9% in June strengthen the case for gold.

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