Is there trouble brewing in the AI bubble? A report came out earlier today that Microsoft was scaling back its investments, one the company denied. Its substance, however, aligns with everything else that's going on, from Warren Buffett curiously choosing not to explain Berkshire's stock selling to the deteriorating conditions in South Korea.

Eurodollar University's Money & Macro Analysis

Bloomberg Microsoft Dropped Some AI Data Center Leases, TD Cowen Says
https://www.bloomberg.com/news/articles/2025-02-24/microsoft-cancels-leases-for-ai-data-centers-analyst-says

Bloomberg South Korea’s Chip Exports Lead Trade Gains Fueling Economy
https://www.bloomberg.com/news/articles/2024-06-01/south-korea-s-chip-exports-lead-trade-gains-supporting-economy

Dow Jones South Korea Government Expects Economy to Slow in 2025
https://www.morningstar.com/news/dow-jones/202501011398/south-korea-government-expects-economy-to-slow-in-2025

Bloomberg Bank of Korea Rate Cut Not a Done Deal This Month, Rhee Warns
https://www.bloomberg.com/news/articles/2025-02-06/bank-of-korea-s-rhee-leaves-door-open-to-another-rate-hold

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Improv for the Podcast #50: Jonathan Mangum