Everything on Macroeconomic Risk

Sovereign debt servicing costs are accelerating, with US debt at $39T making even minor rate hikes exponentially expensive for governments and corporations alike.

Impact: Forces corporations to reassess leveraged buyouts, delay capital-intensive projects, and prioritize debt refinancing to preserve liquidity.

— from Global Market Volatility, AI Chip Demand, and Geopolitical Trade Shifts · Deffner und Zschäpitz – Der Wirtschafts-Talk von WELT· May 16, 2026