Topic

AI scramble lifts yields worldwide

6m

An AI-driven scramble for capital pushed sovereign and corporate bond yields higher worldwide, as soaring energy costs and Strait of Hormuz tensions tightened markets, analysts said.

103%
68%

Reposted by Dean Baker

22%

Reposted by Steve Keen

29%

Reposted by Dean Baker

22%
54%
Further to the prior post: It is noteworthy that US government bond yields reversed course and are now higher on the day.
(CNBC chart below.)
#economy #markets #yields #bonds
September 25, 2026 at 4:59 PM
60%
Banks' Balance Sheets Post-Pandemic Fueled by Higher Cash and Treasuries/Agencies Holdings #BankLending #econsky
September 25, 2026 at 8:56 PM

Reposted by Iikka Korhonen

27%
AI-fuelled tech sector now accounts for more than half of the S&P500 market capitalisation
• Hyperscalers are biggest bond issuers and major infrastructure projects are mostly data centres
• Even Treasuries are part of AI trade as extra power demand fuels inflation
www.bloomberg.com/news/feature...
September 25, 2026 at 11:00 AM

Reposted by Steve Keen

29%
68%
54%
This chart from John Authers always-insightful note reminds us that the (mainly but not exclusively) US-led yield surge is now a generalized phenomenon, especially when it comes to reaching multi-decade levels.
#economy #bonds #markets #yields
September 25, 2026 at 1:37 PM
22%
I'm shaking my head at UBS stock jumping more than 4% on the thinnest possible rehash of *things it might like to do* if the government hits it with a higher capital charge....
September 25, 2026 at 1:40 PM