Researcher - Macro, AI & Tech
Warwick BSc Physics
Hello Everyone! My name is Shea, I’m a second-year Physics student at the University of Warwick. I had experience in my first-year summer on the FX Trading desk at the Bank of New York. A global bank with $2.1 trillion of assets under management. Here it dawned on me the power of advanced LLMs and AI-agents in Global Markets.
I’m an AI & Technology enthusiast who is curious about the barriers that we see AI and advanced technology knocking down in finance and the modern world. I hope my articles can provide valuable insights for you all.
Anthropic is preparing to go public, but is the market ready for its extraordinary cash flows, speculative financing and mountain of infrastructure commitments built in pursuit of ever more powerful AI? The US economy is now hoping Anthropic can eventually turn that promise into certainty, and the question is: how long will Wall Street wait?
Shea Sykes6 min read
France’s bond revolt is starting to look less like a market wobble and more like a eurozone-style warning, as political paralysis, rising borrowing costs and a government with little incentive to shrink the debt pile threaten to drain investor confidence and leave the French economy paying the bill.
Shea Sykes6 min read
Some would describe the so-called "neoclouds" as the railways of the AI revolution that facilitate the steam-trains of the next most powerful chips to thunder across. However, are these AI infrastructure giants economically viable in the long term?
Shea Sykes5 min read
Unprecedented AI infrastructure demand has created a memory-chip squeeze. The same semiconductor materials powering your Claude Pro subscription are also needed to build the device you use to access it. The AI giants are hesitant to take their foot off the CapEx gas pedal but what implications has this had for the cost of your new iPhone?
Shea Sykes5 min read
The AI equity surge is spilling into the bond market, keeping US Treasury yields higher than what many think can be sustained. The AI Hyperscalers are expected to spend $700 billion this year. With no sign of slowing capital expenditures, how much more can the bond market take?
Shea Sykes4 min read