HeyJaredNuance Matters
Bringing perspective and insight to geopolitics, climate change, global energy markets, and other international political and economic situations that matter.
- Indexed issues, last 90 days
- 12
- Latest publication
- Sep 30, 2026
- Audience
- Checking…
- Earliest in this view
- Sep 8, 2026
Latest issues
Why are bond yields so high? (opens the original)
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As we touched on yesterday, US Treasury yields have been on a tear of late. The question is why. Below, we walk through some of the mooted possibilities.ShareInflation > 2% targetFor those keeping score, inflation has persisted abo
What’s up with the bond market? (opens the original)
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SummaryGreen circle = indicator has moved in a positive directionRed circle = indicator has moved in a negative directionMoM change = month-over-month change<img alt="" class="sizing-normal" height="168" src="https://substackcdn.com/image/fetch/$s_!4-zY!
A few misc. AI-related points of note (opens the original)
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Watch ‘Other income’In the next month or so, companies are going to report Q3 earnings. With AI the biggest thing around and everyone looking to read the tea leaves of what is to come, all eyes will be on Big Tech.One thing to keep in mind is a line item on the income statement that doesn’t usually draw a lot of attention, but was a major contributor to the bottom line for some companies in Q2.Other income is basically a catch-all figure that captures misc. movements that are not accounted for a
The data center build-out is an exercise in complex financing (opens the original)
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In our previous posts, we talked about OpenAI and Anthropic within the AI ecosystem and the wider American economy.Today, we discuss the role the hyperscalers are playing to financing this thing. As a reminder, the hyperscalers are Alphabet (Google), Amazon, Meta (Facebook), Microsoft, and Oracle.I would much appreciate it
Why the open/closed model debate matters (opens the original)
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If you have spent any time reading or listening to folks discuss Artificial Intelligence (AI), you have invariably come across open and closed models.Below is a brief discussion of the difference between these models and why this matters to the wider AI ecosystem. Throughout 2026, open-weight models have become more popular with the general public…<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!GLw4!,f_auto,q_auto:good,fl_progressive:steep/https%3A%2F%2
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