Bond markets overpowering the AI trade
Global investors are still trading as though the AI boom mattered more than the bond market. They may be about to discover the opposite is true. The most important threat to Asian equities is no longer tariffs, China’s slowdown or even geopolitics alone. It’s the collapse of the zero-rate world that made the entire post-2008 […] The post Bond markets overpowering the AI trade appeared first on Asia Times.
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