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Bond Market’s AI Warning Is About Growth, Not Prices
Executive Summary The bond market delivered a warning last week: Concern about an artificial intelligence debt bust can outweigh inflation anxiety, at least temporarily. Investors sought safety in U.S. Treasurys as AI-linked credit sold off, pushing government yields lower despite stronger-than-expected inflation readings. The move revived an argument that an AI credit unwind could become ... The post Bond Market’s AI Warning Is About Growth, Not Prices appeared first on Connect CRE .
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