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Brent Crude

≈ $90

▲ +5% / 2 sessions

30-yr Treasury

~2-DECADE HIGH

▲ yields

July CPI

AUG 12

8:30 ET

AI infra financing

$500B+

concentration risk

Oil up and yields up is now one story. Brent near $90 and the 30-year near a two-decade high both feed the rate outlook, and July CPI lands tomorrow — model a higher-rate scenario before any big commitment. Watch too the $500B+ Nvidia-led AI-infrastructure financing: when chip makers, clouds, utilities and AI developers lean on one growth curve, separate bets become one correlated bet.